CRA Financial Services
FBTC icon

CRA Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

CRA Financial Services’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 		$2.76M Buy
37,932
+4,605
+14% +$285K 0.3% 67
2026
Q2 		$1.7M Buy
33,327
+2,172
+7% +$136K 0.2% 92
2026
Q1 		$1.84M Buy
31,155
+2,650
+9% +$176K 0.24% 84
2025
Q4 		$2.17M Buy
28,505
+6,932
+32% +$605K 0.28% 71
2025
Q3 		$2.15M Buy
21,573
+1,864
+9% +$186K 0.29% 69
2025
Q2 		$1.85M Buy
19,709
+580
+3% +$49.9K 0.28% 70
2025
Q1 		$1.38M Buy
19,129
+5,974
+45% +$486K 0.24% 85
2024
Q4 		$1.07M Buy
13,155
+4,435
+51% +$322K 0.18% 99
2024
Q3 		$484K Buy
8,720
+2,476
+40% +$132K 0.09% 142
2024
Q2 		$328K Buy
6,244
+369
+6% +$21.2K 0.07% 169
2024
Q1 		$365K Buy
+5,875
New +$281K 0.08% 151

Other funds holding FBTC

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Kaleidoscope Capital
Kaleidoscope Capital Boston, Massachusetts $381M AUM 12.32% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

CRA Financial Services's FBTC Position: Q3 2026 in Review

CRA Financial Services increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q3 2026, buying an estimated $285K and bringing the position to 37,932 shares worth $2.76M. The position accounts for 0.3% of the portfolio, ranked #67.

CRA Financial Services first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • CRA Financial Services held 37,932 shares of Fidelity Wise Origin Bitcoin Fund worth $2.76M as of Q3 2026.
  • CRA Financial Services bought 4,605 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $285K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.3% of CRA Financial Services's portfolio in Q3 2026, its #67 holding.
  • CRA Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.