Broussard Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$381K Buy
+7,460
New +$466K 0.31% 25
2026
Q1
Sell
-2,752
Closed -$210K 33
2025
Q4
$210K Buy
+2,752
New +$240K 0.17% 34

Other funds holding FBTC

Broussard Financial Group's FBTC Position: Q2 2026 in Review

Broussard Financial Group opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 7,460 shares worth $381K. The stake represents 0.31% of the portfolio and ranks #25 among its holdings. This is a return to the name: Broussard Financial Group previously reported a position in FBTC as recently as Q4 2025.

Broussard Financial Group first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Broussard Financial Group held 7,460 shares of Fidelity Wise Origin Bitcoin Fund worth $381K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Broussard Financial Group position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.31% of Broussard Financial Group's portfolio in Q2 2026, its #25 holding.
  • Broussard Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.