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 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beaumont Financial Advisors's FBTC Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.65% in Q1 2026, selling an estimated $193K and leaving 445,303 shares worth $26.3M. The position accounts for 1.81% of the portfolio, ranked #15.

Beaumont Financial Advisors first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $46.3M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

Beaumont Financial Advisors held 445,303 shares of Fidelity Wise Origin Bitcoin Fund worth $26.3M as of Q1 2026.
Beaumont Financial Advisors sold 2,902 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $193K.
Fidelity Wise Origin Bitcoin Fund made up 1.81% of Beaumont Financial Advisors's portfolio in Q1 2026, its #15 holding.
Beaumont Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
Beaumont Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $46.3M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.