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 Q3	$43.6K	Buy	600 +95	+19%	+$5.88K	0.02%	131
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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Birchbrook's FBTC Position: Q3 2026 in Review

Birchbrook increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 19% in Q3 2026, buying an estimated $5.88K and bringing the position to 600 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #131.

Birchbrook first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 265 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Birchbrook held 600 shares of Fidelity Wise Origin Bitcoin Fund worth $43.6K as of Q3 2026.
Birchbrook bought 95 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $5.88K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Birchbrook's portfolio in Q3 2026, its #131 holding.
Birchbrook first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
265 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.