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Family Legacy Financial Solutions’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Family Legacy Financial Solutions’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 		$102K Buy
+2,000
New +$125K 0.06% 65
2025
Q4 		– Sell
-1,000
Closed -$99.8K – 109
2025
Q3 		$99.8K Hold
1,000
– – 0.08% 70
2025
Q2 		$94K Buy
+1,000
New +$86.1K 0.08% 72

Other funds holding FBTC

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
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
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Family Legacy Financial Solutions's FBTC Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 2,000 shares worth $102K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in FBTC as recently as Q3 2025.

Family Legacy Financial Solutions first reported a position in FBTC in Q2 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Family Legacy Financial Solutions held 2,000 shares of Fidelity Wise Origin Bitcoin Fund worth $102K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Family Legacy Financial Solutions position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #65 holding.
  • Family Legacy Financial Solutions first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.