Blue Trust Inc’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Blue Trust Inc’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	$1.84M	Sell	25,296 -9,608	-28%	-$595K	0.02%	207
2026 Q2	$1.78M	Buy	34,904 +54	+0.2%	+$3.37K	0.02%	200
2026 Q1	$2.06M	Sell	34,850 -46	-0.1%	-$3.06K	0.02%	183
2025 Q4	$2.66M	Buy	34,896 +26	+0.1%	+$2.27K	0.03%	158
2025 Q3	$3.48M	Buy	34,870 +24	+0.1%	+$2.4K	0.04%	127
2025 Q2	$3.28M	Buy	34,846 +11,907	+52%	+$1.02M	0.04%	128
2025 Q1	$1.65M	Buy	22,939 +63	+0.3%	+$5.12K	0.02%	182
2024 Q4	$1.87M	Buy	22,876 +742	+3%	+$53.8K	0.02%	162
2024 Q3	$1.16M	Buy	22,134 +17	+0.1%	+$906	0.02%	241
2024 Q2	$1.37M	Hold	22,117	–	–	0.02%	182
2024 Q1	$1.37M	Buy	+22,117	New	+$1.06M	0.02%	155

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

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

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 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

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Blue Trust Inc's FBTC Position: Q3 2026 in Review

Blue Trust Inc reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 28% in Q3 2026, selling an estimated $595K and leaving 25,296 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #207.

Blue Trust Inc first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.48M in Q3 2025. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Blue Trust Inc held 25,296 shares of Fidelity Wise Origin Bitcoin Fund worth $1.84M as of Q3 2026.
Blue Trust Inc sold 9,608 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $595K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Blue Trust Inc's portfolio in Q3 2026, its #207 holding.
Blue Trust Inc first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
Blue Trust Inc's Fidelity Wise Origin Bitcoin Fund position peaked at $3.48M in Q3 2025.
395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.