Anson Capital’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Anson Capital’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	$588K	Buy	8,098 +5	+0.1%	+$310	0.38%	46
2026 Q2	$413K	Sell	8,093 -1,331	-14%	-$83.2K	0.27%	65
2026 Q1	$556K	Buy	9,424 +3,679	+64%	+$245K	0.38%	52
2025 Q4	$438K	Buy	5,745 +1,920	+50%	+$168K	0.32%	59
2025 Q3	$382K	Sell	3,825 -29	-0.8%	-$2.9K	0.29%	56
2025 Q2	$362K	Buy	3,854 +400	+12%	+$34.4K	0.29%	57
2025 Q1	$249K	Buy	+3,454	New	+$281K	0.21%	67

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

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

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

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Anson Capital's FBTC Position: Q3 2026 in Review

Anson Capital increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.06% in Q3 2026, buying an estimated $310 and bringing the position to 8,098 shares worth $588K. The position accounts for 0.38% of the portfolio, ranked #46.

Anson Capital first reported a position in FBTC in Q1 2025 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Anson Capital held 8,098 shares of Fidelity Wise Origin Bitcoin Fund worth $588K as of Q3 2026.
Anson Capital bought 5 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $310.
Fidelity Wise Origin Bitcoin Fund made up 0.38% of Anson Capital's portfolio in Q3 2026, its #46 holding.
Anson Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.