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

Financial Management Network’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	$715K	Hold	9,747	–	–	0.1%	117
2026 Q2	$544K	Sell	9,747 -38	-0.4%	-$2.37K	0.08%	128
2026 Q1	$615K	Hold	9,785	–	–	0.09%	114
2025 Q4	$765K	Hold	9,785	–	–	0.12%	100
2025 Q3	$1.07M	Buy	9,785 +55	+0.6%	+$5.5K	0.18%	79
2025 Q2	$929K	Buy	+9,730	New	+$837K	0.17%	84

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Financial Management Network's FBTC Position: Q3 2026 in Review

Financial Management Network held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 9,747 shares worth $715K. The position accounts for 0.1% of the portfolio, ranked #117.

Financial Management Network first reported a position in FBTC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.07M in Q3 2025. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Financial Management Network held 9,747 shares of Fidelity Wise Origin Bitcoin Fund worth $715K as of Q3 2026.
Financial Management Network left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Financial Management Network's portfolio in Q3 2026, its #117 holding.
Financial Management Network first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 6 quarters since.
Financial Management Network's Fidelity Wise Origin Bitcoin Fund position peaked at $1.07M in Q3 2025.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

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