Dougherty Wealth Advisers
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Dougherty Wealth Advisers’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Dougherty Wealth Advisers’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 		$2.4K Hold
33
– – ﹤0.01% 135
2026
Q2 		$1.68K Hold
33
– – ﹤0.01% 104
2026
Q1 		$1.95K Hold
33
– – ﹤0.01% 103
2025
Q4 		$2.52K Buy
+33
New +$2.88K ﹤0.01% 113

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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 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

Dougherty Wealth Advisers's FBTC Position: Q3 2026 in Review

Dougherty Wealth Advisers held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 33 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Dougherty Wealth Advisers first reported a position in FBTC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.52K in Q4 2025. 466 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Dougherty Wealth Advisers held 33 shares of Fidelity Wise Origin Bitcoin Fund worth $2.4K as of Q3 2026.
  • Dougherty Wealth Advisers left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #135 holding.
  • Dougherty Wealth Advisers first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 4 quarters since.
  • Dougherty Wealth Advisers's Fidelity Wise Origin Bitcoin Fund position peaked at $2.52K in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.