Centerpoint Advisors’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
$346K Buy
6,778
+5
+0.1% +$312 0.1% 69
2026
Q1
$400K Buy
6,773
+1,701
+34% +$113K 0.13% 59
2025
Q4
$387K Buy
5,072
+2,498
+97% +$218K 0.12% 66
2025
Q3
$257K Hold
2,574
0.08% 80
2025
Q2
$242K Sell
2,574
-7
-0.3% -$602 0.08% 77
2025
Q1
$186K Buy
2,581
+555
+27% +$45.1K 0.07% 88
2024
Q4
$165K Buy
2,026
+610
+43% +$44.2K 0.06% 98
2024
Q3
$79K Hold
1,416
0.03% 142
2024
Q2
$74K Buy
1,416
+550
+64% +$31.5K 0.03% 145
2024
Q1
$54K Buy
+866
New +$41.4K 0.02% 155

Other funds holding FBTC

Centerpoint Advisors's FBTC Position: Q2 2026 in Review

Centerpoint Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.07% in Q2 2026, buying an estimated $312 and bringing the position to 6,778 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #69.

Centerpoint Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $400K in Q1 2026. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Centerpoint Advisors held 6,778 shares of Fidelity Wise Origin Bitcoin Fund worth $346K as of Q2 2026.
  • Centerpoint Advisors bought 5 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $312.
  • Fidelity Wise Origin Bitcoin Fund made up 0.1% of Centerpoint Advisors's portfolio in Q2 2026, its #69 holding.
  • Centerpoint Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • Centerpoint Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $400K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.