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Consolidated Portfolio Review Corp’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Consolidated Portfolio Review Corp’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 		$42.6M Hold
834,367
– – 3.55% 7
2026
Q1 		$49.3M Hold
834,367
– – 4.5% 7
2025
Q4 		$63.6M Buy
834,367
+680,313
+442% +$59.4M 5.5% 5
2025
Q3 		$15.4M Buy
154,054
+3,640
+2% +$364K 1.93% 7
2025
Q2 		$14.1M Buy
150,414
+9,596
+7% +$826K 1.96% 7
2025
Q1 		$10.1M Buy
140,818
+12,733
+10% +$1.04M 1.62% 8
2024
Q4 		$10.4M Buy
+128,085
New +$9.29M 1.65% 8

Other funds holding FBTC

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
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Consolidated Portfolio Review Corp's FBTC Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 834,367 shares worth $42.6M. The position accounts for 3.55% of the portfolio, ranked #7.

Consolidated Portfolio Review Corp first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $63.6M in Q4 2025. 199 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Consolidated Portfolio Review Corp held 834,367 shares of Fidelity Wise Origin Bitcoin Fund worth $42.6M as of Q2 2026.
  • Consolidated Portfolio Review Corp left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 3.55% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #7 holding.
  • Consolidated Portfolio Review Corp first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Consolidated Portfolio Review Corp's Fidelity Wise Origin Bitcoin Fund position peaked at $63.6M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.