CFML
FBTC icon

COMPASS FINANCIAL MANAGEMENT LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$163K Buy
+2,920
New +$182K 0.02% 459

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FBTC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 2,920 shares worth $163K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings.

512 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2,920 shares of Fidelity Wise Origin Bitcoin Fund worth $163K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #459 holding.
  • 512 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.