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Citizens National Bank Trust Department’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Citizens National Bank Trust Department’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 		$666K Hold
13,055
– – 0.1% 137
2026
Q1 		$771K Buy
13,055
+2,700
+26% +$180K 0.13% 125
2025
Q4 		$789K Buy
10,355
+8,603
+491% +$751K 0.14% 119
2025
Q3 		$175K Buy
1,752
+522
+42% +$52.2K 0.03% 180
2025
Q2 		$116K Buy
1,230
+130
+12% +$11.2K 0.02% 192
2025
Q1 		$79.2K Hold
1,100
– – 0.02% 211
2024
Q4 		$89.7K Buy
+1,100
New +$79.8K 0.02% 200

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM

Citizens National Bank Trust Department's FBTC Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 13,055 shares worth $666K. The position accounts for 0.1% of the portfolio, ranked #137.

Citizens National Bank Trust Department first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $789K in Q4 2025. 276 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Citizens National Bank Trust Department held 13,055 shares of Fidelity Wise Origin Bitcoin Fund worth $666K as of Q2 2026.
  • Citizens National Bank Trust Department left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.1% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #137 holding.
  • Citizens National Bank Trust Department first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Citizens National Bank Trust Department's Fidelity Wise Origin Bitcoin Fund position peaked at $789K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.