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

Evermay 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
2025
Q3 		– Sell
-10
Closed -$940 – 567
2025
Q2 		$940 Buy
+10
New +$861 ﹤0.01% 524

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SSA
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SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return

Evermay Wealth Management's FBTC Position: Q3 2025 in Review

Evermay Wealth Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2025, closing a stake of 10 shares — an estimated $940 sold.

Evermay Wealth Management first reported a position in FBTC in Q2 2025 and held it in 1 quarter. The position peaked at $940 in Q2 2025. 682 funds tracked by Wall St. Rank hold FBTC as of Q3 2025.

  • Evermay Wealth Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 10 Fidelity Wise Origin Bitcoin Fund shares in Q3 2025, an estimated $940.
  • Evermay Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $940 in Q2 2025.
  • 682 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.