Clark Wealth Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Clark Wealth 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 Q3	$1.17M	Buy	16,097 +91	+0.6%	+$5.64K	0.61%	22
2026 Q2	$817K	Buy	16,006 +15,991	+106,607%	+$999K	0.46%	33
2026 Q1	$886	Hold	15	–	–	﹤0.01%	532
2025 Q4	$1.14K	Hold	15	–	–	﹤0.01%	480
2025 Q3	$1.14K	Buy	15 +12	+400%	+$1.2K	﹤0.01%	480
2025 Q2	$282	Hold	3	–	–	﹤0.01%	503
2025 Q1	$216	Sell	3 -187	-98%	-$15.2K	﹤0.01%	508
2024 Q4	$15.5K	Buy	+190	New	+$13.8K	0.01%	146

Other funds holding FBTC

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.23B AUM 10.89% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Clark Wealth Partners's FBTC Position: Q3 2026 in Review

Clark Wealth Partners increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.57% in Q3 2026, buying an estimated $5.64K and bringing the position to 16,097 shares worth $1.17M. The position accounts for 0.61% of the portfolio, ranked #22.

Clark Wealth Partners first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Clark Wealth Partners held 16,097 shares of Fidelity Wise Origin Bitcoin Fund worth $1.17M as of Q3 2026.
Clark Wealth Partners bought 91 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $5.64K.
Fidelity Wise Origin Bitcoin Fund made up 0.61% of Clark Wealth Partners's portfolio in Q3 2026, its #22 holding.
Clark Wealth Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
587 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.