Cranbrook Wealth Management
FBTC icon

Cranbrook Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cranbrook Wealth Management’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 		$79K Buy
1,087
+440
+68% +$27.3K 0.01% 178
2026
Q2 		$33K Hold
647
– – 0.01% 222
2026
Q1 		$38.2K Hold
647
– – 0.01% 204
2025
Q4 		$49.3K Buy
647
+451
+230% +$39.4K 0.01% 202
2025
Q3 		$19.6K Buy
+196
New +$19.6K ﹤0.01% 256

Other funds holding FBTC

Citigroup
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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

Cranbrook Wealth Management's FBTC Position: Q3 2026 in Review

Cranbrook Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 68% in Q3 2026, buying an estimated $27.3K and bringing the position to 1,087 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #178.

Cranbrook Wealth Management first reported a position in FBTC in Q3 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Cranbrook Wealth Management held 1,087 shares of Fidelity Wise Origin Bitcoin Fund worth $79K as of Q3 2026.
  • Cranbrook Wealth Management bought 440 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $27.3K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Cranbrook Wealth Management's portfolio in Q3 2026, its #178 holding.
  • Cranbrook Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Cranbrook Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.