EIP
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Essential Investment Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Essential Investment Partners’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
Q2 		$1.02K Hold
20
– – ﹤0.01% 261
2026
Q1 		$1.18K Hold
20
– – ﹤0.01% 255
2025
Q4 		$1.52K Buy
+20
New +$1.75K ﹤0.01% 234

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Investment Partners's FBTC Position: Q2 2026 in Review

Essential Investment Partners held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 20 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Essential Investment Partners first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52K in Q4 2025. 159 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Essential Investment Partners held 20 shares of Fidelity Wise Origin Bitcoin Fund worth $1.02K as of Q2 2026.
  • Essential Investment Partners left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #261 holding.
  • Essential Investment Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.52K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.