Centerpoint Advisors
FBTC icon

Centerpoint Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Centerpoint Advisors’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 		$492K Hold
6,778
– – 0.14% 55
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

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 34.01% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Centerpoint Advisors's FBTC Position: Q3 2026 in Review

Centerpoint Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 6,778 shares worth $492K. The position accounts for 0.14% of the portfolio, ranked #55.

Centerpoint Advisors first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Centerpoint Advisors held 6,778 shares of Fidelity Wise Origin Bitcoin Fund worth $492K as of Q3 2026.
  • Centerpoint Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.14% of Centerpoint Advisors's portfolio in Q3 2026, its #55 holding.
  • Centerpoint Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • 395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.