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Atwood & Palmer’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Atwood & Palmer’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 		$9.08K Hold
125
– – ﹤0.01% 394
2026
Q2 		$6.38K Hold
125
– – ﹤0.01% 395
2026
Q1 		$7.38K Hold
125
– – ﹤0.01% 394
2025
Q4 		$9.53K Hold
125
– – ﹤0.01% 380
2025
Q3 		$12.5K Buy
+125
New +$12.5K ﹤0.01% 367

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Atwood & Palmer's FBTC Position: Q3 2026 in Review

Atwood & Palmer held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 125 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Atwood & Palmer first reported a position in FBTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.5K in Q3 2025. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Atwood & Palmer held 125 shares of Fidelity Wise Origin Bitcoin Fund worth $9.08K as of Q3 2026.
  • Atwood & Palmer left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #394 holding.
  • Atwood & Palmer first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
  • Atwood & Palmer's Fidelity Wise Origin Bitcoin Fund position peaked at $12.5K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.