EverSource Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

EverSource Wealth Advisors’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	$23.4M	Buy	458,888 +6,513	+1%	+$407K	0.79%	25
2026 Q1	$26.7M	Buy	452,375 +22,872	+5%	+$1.52M	0.81%	25
2025 Q4	$32.7M	Buy	429,503 +33,929	+9%	+$2.96M	1.2%	14
2025 Q3	$39.5M	Buy	395,574 +12,509	+3%	+$1.25M	1.56%	7
2025 Q2	$36M	Buy	383,065 +21,049	+6%	+$1.81M	1.63%	7
2025 Q1	$26.1M	Buy	362,016 +32,537	+10%	+$2.65M	1.43%	8
2024 Q4	$26.9M	Buy	329,479 +13,785	+4%	+$1,000K	1.51%	9
2024 Q3	$17.5M	Sell	315,694 -720	-0.2%	-$38.4K	1.11%	19
2024 Q2	$18.1M	Buy	316,414 +37,294	+13%	+$2.14M	1.2%	15
2024 Q1	$14.4M	Buy	+279,120	New	+$13.4M	1.13%	18

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

EverSource Wealth Advisors's FBTC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.4% in Q2 2026, buying an estimated $407K and bringing the position to 458,888 shares worth $23.4M. The position accounts for 0.79% of the portfolio, ranked #25.

EverSource Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $39.5M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

EverSource Wealth Advisors held 458,888 shares of Fidelity Wise Origin Bitcoin Fund worth $23.4M as of Q2 2026.
EverSource Wealth Advisors bought 6,513 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $407K.
Fidelity Wise Origin Bitcoin Fund made up 0.79% of EverSource Wealth Advisors's portfolio in Q2 2026, its #25 holding.
EverSource Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $39.5M in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.