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

Balance Wealth’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 		– Sell
-3,449
Closed -$204K – 168
2026
Q1 		$204K Buy
+3,449
New +$229K 0.06% 147

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Balance Wealth's FBTC Position: Q2 2026 in Review

Balance Wealth sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,449 shares — an estimated $204K sold.

Balance Wealth first reported a position in FBTC in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Balance Wealth reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 3,449 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $204K.
  • Balance Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and held it in 1 quarter.
  • Balance Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $204K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.