Cooper Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cooper Financial Group’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	$369K	Sell	5,082 -415	-8%	-$25.7K	0.03%	306
2026 Q2	$281K	Buy	5,497 +716	+15%	+$44.7K	0.02%	352
2026 Q1	$282K	Buy	+4,781	New	+$318K	0.03%	343
2025 Q4	–	Sell	-2,044	Closed	-$204K	–	391
2025 Q3	$204K	Buy	+2,044	New	+$204K	0.02%	377
2024 Q4	–	Sell	-5,593	Closed	-$311K	–	396
2024 Q3	$311K	Hold	5,593	–	–	0.04%	308
2024 Q2	$293K	Buy	+5,593	New	+$321K	0.04%	303

Other funds holding FBTC

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

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

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Cooper Financial Group's FBTC Position: Q3 2026 in Review

Cooper Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.5% in Q3 2026, selling an estimated $25.7K and leaving 5,082 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #306.

Cooper Financial Group first reported a position in FBTC in Q2 2024 and has held it in 6 quarters since. 415 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Cooper Financial Group held 5,082 shares of Fidelity Wise Origin Bitcoin Fund worth $369K as of Q3 2026.
Cooper Financial Group sold 415 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $25.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #306 holding.
Cooper Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 6 quarters since.
415 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.