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Birchbrook’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Birchbrook’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 		$25.8K Buy
505
+260
+106% +$16.2K 0.01% 157
2026
Q1 		$14.5K Buy
245
+80
+48% +$5.32K 0.01% 180
2025
Q4 		$12.6K Buy
165
+35
+27% +$3.05K 0.01% 193
2025
Q3 		$13K Hold
130
– – 0.01% 182
2025
Q2 		$12.2K Hold
130
– – 0.01% 186
2025
Q1 		$9.36K Buy
130
+90
+225% +$7.32K 0.01% 191
2024
Q4 		$3.26K Buy
+40
New +$2.9K ﹤0.01% 247

Other funds holding FBTC

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

Birchbrook's FBTC Position: Q2 2026 in Review

Birchbrook increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 106% in Q2 2026, buying an estimated $16.2K and bringing the position to 505 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #157.

Birchbrook first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Birchbrook held 505 shares of Fidelity Wise Origin Bitcoin Fund worth $25.8K as of Q2 2026.
  • Birchbrook bought 260 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $16.2K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Birchbrook's portfolio in Q2 2026, its #157 holding.
  • Birchbrook first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.