Financial Designs
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Financial Designs’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Financial Designs’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
Q3 		$2.11M Buy
29,016
+880
+3% +$54.5K 1.09% 14
2026
Q2 		$1.44M Sell
28,136
-2,073
-7% -$130K 0.77% 14
2026
Q1 		$1.78M Sell
30,209
-739
-2% -$49.2K 0.99% 15
2025
Q4 		$2.36M Buy
30,948
+794
+3% +$69.3K 1.34% 15
2025
Q3 		$2.89M Buy
30,154
+2,826
+10% +$282K 1.67% 14
2025
Q2 		$2.57M Buy
27,328
+885
+3% +$76.2K 1.57% 15
2025
Q1 		$1.9M Buy
26,443
+1,045
+4% +$85K 1.33% 14
2024
Q4 		$2.07M Buy
25,398
+4,875
+24% +$354K 1.36% 16
2024
Q3 		$1.14M Buy
20,523
+8,301
+68% +$443K 0.74% 16
2024
Q2 		$641K Buy
+12,222
New +$701K 0.44% 16

Other funds holding FBTC

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Financial Designs's FBTC Position: Q3 2026 in Review

Financial Designs increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.1% in Q3 2026, buying an estimated $54.5K and bringing the position to 29,016 shares worth $2.11M. The position accounts for 1.09% of the portfolio, ranked #14.

Financial Designs first reported a position in FBTC in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.89M in Q3 2025. 259 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Financial Designs held 29,016 shares of Fidelity Wise Origin Bitcoin Fund worth $2.11M as of Q3 2026.
  • Financial Designs bought 880 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $54.5K.
  • Fidelity Wise Origin Bitcoin Fund made up 1.09% of Financial Designs's portfolio in Q3 2026, its #14 holding.
  • Financial Designs first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 10 quarters since.
  • Financial Designs's Fidelity Wise Origin Bitcoin Fund position peaked at $2.89M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.