AFC
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Ares Financial Consulting’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Ares Financial Consulting’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
Q2 		$2.3K Hold
45
– – ﹤0.01% 863
2026
Q1 		$2.67K Hold
45
– – ﹤0.01% 797
2025
Q4 		$3.43K Buy
+45
New +$3.93K ﹤0.01% 554

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UCMOK
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EWA
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BFA
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HighTower Advisors
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LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ares Financial Consulting's FBTC Position: Q2 2026 in Review

Ares Financial Consulting held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 45 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Ares Financial Consulting first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.43K in Q4 2025. 370 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Ares Financial Consulting held 45 shares of Fidelity Wise Origin Bitcoin Fund worth $2.3K as of Q2 2026.
  • Ares Financial Consulting left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #863 holding.
  • Ares Financial Consulting first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Fidelity Wise Origin Bitcoin Fund position peaked at $3.43K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.