Farther Finance Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Farther Finance 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	$3.14M	Buy	61,541 +4,075	+7%	+$255K	0.02%	545
2026 Q1	$3.41M	Buy	57,466 +21,483	+60%	+$1.43M	0.03%	460
2025 Q4	$2.74M	Sell	35,983 -17,674	-33%	-$1.54M	0.03%	477
2025 Q3	$5.36M	Sell	53,657 -124	-0.2%	-$12.4K	0.08%	210
2025 Q2	$5.05M	Buy	53,781 +46,289	+618%	+$3.98M	0.1%	185
2025 Q1	$556K	Buy	7,492 +1,423	+23%	+$116K	0.01%	736
2024 Q4	$495K	Buy	6,069 +5,344	+737%	+$388K	0.02%	586
2024 Q3	$40.2K	Sell	725 -64	-8%	-$3.41K	﹤0.01%	1766
2024 Q2	$43.6K	Sell	789 -857	-52%	-$49.1K	﹤0.01%	1476
2024 Q1	$100K	Buy	+1,646	New	+$78.8K	0.01%	943

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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 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

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

Farther Finance Advisors's FBTC Position: Q2 2026 in Review

Farther Finance Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 7.1% in Q2 2026, buying an estimated $255K and bringing the position to 61,541 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #545.

Farther Finance Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.36M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Farther Finance Advisors held 61,541 shares of Fidelity Wise Origin Bitcoin Fund worth $3.14M as of Q2 2026.
Farther Finance Advisors bought 4,075 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $255K.
Fidelity Wise Origin Bitcoin Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #545 holding.
Farther Finance Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Farther Finance Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $5.36M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.