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

Benchmark Financial Wealth 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	$889K	Sell	17,406 -2,257	-11%	-$141K	0.22%	59
2026 Q1	$1.16M	Buy	19,663 +2,335	+13%	+$155K	0.32%	46
2025 Q4	$1.32M	Buy	17,328 +818	+5%	+$71.4K	0.38%	39
2025 Q3	$1.65M	Buy	16,510 +3,193	+24%	+$319K	0.5%	34
2025 Q2	$1.25M	Buy	13,317 +3,742	+39%	+$322K	0.41%	36
2025 Q1	$689K	Buy	9,575 +2,409	+34%	+$196K	0.26%	51
2024 Q4	$585K	Buy	7,166 +794	+12%	+$57.6K	0.19%	53
2024 Q3	$354K	Buy	+6,372	New	+$340K	0.12%	70

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

Benchmark Financial Wealth Advisors's FBTC Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, selling an estimated $141K and leaving 17,406 shares worth $889K. The position accounts for 0.22% of the portfolio, ranked #59.

Benchmark Financial Wealth Advisors first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Benchmark Financial Wealth Advisors held 17,406 shares of Fidelity Wise Origin Bitcoin Fund worth $889K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 2,257 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $141K.
Fidelity Wise Origin Bitcoin Fund made up 0.22% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Benchmark Financial Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
Benchmark Financial Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.65M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.