Beaumont Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Beaumont Financial Advisors’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	$23.1M	Buy	453,008 +7,705	+2%	+$481K	1.47%	18
2026 Q1	$26.3M	Sell	445,303 -2,902	-0.6%	-$193K	1.81%	15
2025 Q4	$34.2M	Sell	448,205 -15,418	-3%	-$1.35M	2.25%	12
2025 Q3	$46.3M	Sell	463,623 -10,617	-2%	-$1.06M	3.09%	6
2025 Q2	$44.6M	Sell	474,240 -13,314	-3%	-$1.15M	3.22%	6
2025 Q1	$35.1M	Sell	487,554 -3,700	-0.8%	-$301K	2.75%	5
2024 Q4	$40.1M	Sell	491,254 -6,453	-1%	-$468K	3.01%	6
2024 Q3	$27.6M	Buy	497,707 +1,157	+0.2%	+$61.7K	2.16%	10
2024 Q2	$26M	Buy	+496,550	New	+$28.5M	2.08%	10

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Beaumont Financial Advisors's FBTC Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.7% in Q2 2026, buying an estimated $481K and bringing the position to 453,008 shares worth $23.1M. The position accounts for 1.47% of the portfolio, ranked #18.

Beaumont Financial Advisors first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $46.3M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Beaumont Financial Advisors held 453,008 shares of Fidelity Wise Origin Bitcoin Fund worth $23.1M as of Q2 2026.
Beaumont Financial Advisors bought 7,705 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $481K.
Fidelity Wise Origin Bitcoin Fund made up 1.47% of Beaumont Financial Advisors's portfolio in Q2 2026, its #18 holding.
Beaumont Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Beaumont Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $46.3M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.