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Cary Street Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cary Street Partners’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 		$239K Buy
+4,682
New +$293K 0.01% 866
2026
Q1 		– Sell
-2,492
Closed -$190K – 1001
2025
Q4 		$190K Buy
+2,492
New +$217K ﹤0.01% 851

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

Cary Street Partners's FBTC Position: Q2 2026 in Review

Cary Street Partners opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 4,682 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in FBTC as recently as Q4 2025.

Cary Street Partners first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Cary Street Partners held 4,682 shares of Fidelity Wise Origin Bitcoin Fund worth $239K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Cary Street Partners position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #866 holding.
  • Cary Street Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.