180 Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

180 Wealth Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.89M	Sell	25,955 -3,243	-11%	-$201K	0.18%	130
2026 Q2	$1.49M	Sell	29,198 -2,462	-8%	-$154K	0.15%	153
2026 Q1	$1.87M	Buy	31,660 +11,213	+55%	+$746K	0.21%	119
2025 Q4	$1.56M	Buy	+20,447	New	+$1.78M	0.18%	121
2025 Q1	–	Sell	-3,430	Closed	-$280K	–	423
2024 Q4	$280K	Buy	+3,430	New	+$249K	0.04%	332

Other funds holding FBTC

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.23B AUM 10.89% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

180 Wealth Advisors's FBTC Position: Q3 2026 in Review

180 Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q3 2026, selling an estimated $201K and leaving 25,955 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #130.

180 Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

180 Wealth Advisors held 25,955 shares of Fidelity Wise Origin Bitcoin Fund worth $1.89M as of Q3 2026.
180 Wealth Advisors sold 3,243 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $201K.
Fidelity Wise Origin Bitcoin Fund made up 0.18% of 180 Wealth Advisors's portfolio in Q3 2026, its #130 holding.
180 Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 5 quarters since.
587 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on 180 Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.