Everett Harris & Co’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$445K Buy
8,709
+70
+0.8% +$4.37K 0.01% 221
2026
Q1
$510K Buy
8,639
+125
+1% +$8.31K 0.01% 222
2025
Q4
$649K Buy
8,514
+1,575
+23% +$137K 0.01% 205
2025
Q3
$693K Buy
6,939
+156
+2% +$15.6K 0.01% 198
2025
Q2
$638K Sell
6,783
-2,212
-25% -$190K 0.01% 201
2025
Q1
$647K Buy
8,995
+13
+0.1% +$1.06K 0.01% 193
2024
Q4
$733K Buy
8,982
+3
+0% +$218 0.01% 165
2024
Q3
$499K Buy
+8,979
New +$479K 0.01% 190

Other funds holding FBTC

Everett Harris & Co's FBTC Position: Q2 2026 in Review

Everett Harris & Co increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.81% in Q2 2026, buying an estimated $4.37K and bringing the position to 8,709 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #221.

Everett Harris & Co first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $733K in Q4 2024. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Everett Harris & Co held 8,709 shares of Fidelity Wise Origin Bitcoin Fund worth $445K as of Q2 2026.
  • Everett Harris & Co bought 70 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $4.37K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #221 holding.
  • Everett Harris & Co first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
  • Everett Harris & Co's Fidelity Wise Origin Bitcoin Fund position peaked at $733K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.