Beacon Investment Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Beacon Investment Advisory Services’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	$179K	Hold	3,500	–	–	0.01%	263
2026 Q1	$207K	Hold	3,500	–	–	0.01%	241
2025 Q4	$267K	Hold	3,500	–	–	0.01%	229
2025 Q3	$349K	Hold	3,500	–	–	0.01%	201
2025 Q2	$329K	Hold	3,500	–	–	0.01%	206
2025 Q1	$252K	Hold	3,500	–	–	0.01%	214
2024 Q4	$286K	Buy	+3,500	New	+$254K	0.01%	211
2024 Q2	–	Sell	-3,500	Closed	-$217K	–	267
2024 Q1	$217K	Buy	+3,500	New	+$167K	0.01%	249

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Beacon Investment Advisory Services's FBTC Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 3,500 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #263.

Beacon Investment Advisory Services first reported a position in FBTC in Q1 2024 and has held it in 8 quarters since. The position peaked at $349K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Beacon Investment Advisory Services held 3,500 shares of Fidelity Wise Origin Bitcoin Fund worth $179K as of Q2 2026.
Beacon Investment Advisory Services left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #263 holding.
Beacon Investment Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 8 quarters since.
Beacon Investment Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $349K in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.