Abound Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Abound Wealth Management’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	$2.23M	Buy	30,668 +447	+1%	+$27.7K	0.42%	30
2026 Q2	$1.54M	Buy	30,221 +1,150	+4%	+$71.9K	0.31%	30
2026 Q1	$1.72M	Sell	29,071 -1,489	-5%	-$99.1K	0.39%	29
2025 Q4	$2.33M	Buy	30,560 +3,242	+12%	+$283K	0.55%	27
2025 Q3	$2.73M	Buy	27,318 +1,493	+6%	+$149K	0.68%	25
2025 Q2	$2.43M	Buy	25,825 +45	+0.2%	+$3.87K	0.69%	25
2025 Q1	$1.86M	Buy	25,780 +59	+0.2%	+$4.8K	0.62%	24
2024 Q4	$2.1M	Sell	25,721 -37	-0.1%	-$2.68K	0.67%	23
2024 Q3	$1.43M	Buy	25,758 +37	+0.1%	+$1.97K	0.48%	26
2024 Q2	$1.35M	Buy	25,721 +1,559	+6%	+$89.4K	0.5%	26
2024 Q1	$1.5M	Buy	+24,162	New	+$1.16M	0.57%	24

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Abound Wealth Management's FBTC Position: Q3 2026 in Review

Abound Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.5% in Q3 2026, buying an estimated $27.7K and bringing the position to 30,668 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #30.

Abound Wealth Management first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.73M in Q3 2025. 249 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Abound Wealth Management held 30,668 shares of Fidelity Wise Origin Bitcoin Fund worth $2.23M as of Q3 2026.
Abound Wealth Management bought 447 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $27.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.42% of Abound Wealth Management's portfolio in Q3 2026, its #30 holding.
Abound Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
Abound Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $2.73M in Q3 2025.
249 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.