Decker Retirement Planning
FBTC icon

Decker Retirement Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Decker Retirement Planning’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 		– Sell
-267
Closed -$13.6K – 407
2026
Q2 		$13.6K Buy
+267
New +$16.7K ﹤0.01% 199

Other funds holding FBTC

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Decker Retirement Planning's FBTC Position: Q3 2026 in Review

Decker Retirement Planning sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026, closing a stake of 267 shares — an estimated $13.6K sold.

Decker Retirement Planning first reported a position in FBTC in Q2 2026 and held it in 1 quarter. The position peaked at $13.6K in Q2 2026. 237 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Decker Retirement Planning reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2026 after selling out during the quarter.
  • Decker Retirement Planning sold 267 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $13.6K.
  • Decker Retirement Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2026 and held it in 1 quarter.
  • Decker Retirement Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $13.6K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.