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Berman McAleer’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Berman McAleer’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 		$8.95M Buy
175,261
+18,020
+11% +$1.13M 1.04% 23
2026
Q1 		$9.28M Buy
157,241
+58,297
+59% +$3.88M 1.27% 19
2025
Q4 		$7.54M Buy
98,944
+40,325
+69% +$3.52M 1.03% 21
2025
Q3 		$5.85M Buy
+58,619
New +$5.86M 0.82% 26

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
CA
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Berman McAleer's FBTC Position: Q2 2026 in Review

Berman McAleer increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 11% in Q2 2026, buying an estimated $1.13M and bringing the position to 175,261 shares worth $8.95M. The position accounts for 1.04% of the portfolio, ranked #23.

Berman McAleer first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.28M in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Berman McAleer held 175,261 shares of Fidelity Wise Origin Bitcoin Fund worth $8.95M as of Q2 2026.
  • Berman McAleer bought 18,020 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1.13M.
  • Fidelity Wise Origin Bitcoin Fund made up 1.04% of Berman McAleer's portfolio in Q2 2026, its #23 holding.
  • Berman McAleer first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Fidelity Wise Origin Bitcoin Fund position peaked at $9.28M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.