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

Financial Management Professionals’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	$1.51M	Hold	20,798	–	–	0.14%	56
2026 Q2	$1.06M	Hold	20,798	–	–	0.1%	67
2026 Q1	$1.23M	Buy	20,798 +100	+0.5%	+$6.65K	0.14%	55
2025 Q4	$1.58M	Buy	20,698 +428	+2%	+$37.3K	0.16%	50
2025 Q3	$2.02M	Buy	20,270 +500	+3%	+$50K	0.21%	45
2025 Q2	$1.86M	Buy	19,770 +611	+3%	+$52.6K	0.21%	46
2025 Q1	$1.38M	Buy	19,159 +400	+2%	+$32.5K	0.18%	47
2024 Q4	$1.53M	Buy	18,759 +332	+2%	+$24.1K	0.19%	50
2024 Q3	$1.02M	Buy	18,427 +660	+4%	+$35.2K	0.13%	58
2024 Q2	$932K	Sell	17,767 -1,603	-8%	-$91.9K	0.13%	59
2024 Q1	$1.2M	Buy	+19,370	New	+$927K	0.18%	49

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 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

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

Financial Management Professionals held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 20,798 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #56.

Financial Management Professionals first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.02M in Q3 2025. 249 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Financial Management Professionals held 20,798 shares of Fidelity Wise Origin Bitcoin Fund worth $1.51M as of Q3 2026.
Financial Management Professionals left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.14% of Financial Management Professionals's portfolio in Q3 2026, its #56 holding.
Financial Management Professionals first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
Financial Management Professionals's Fidelity Wise Origin Bitcoin Fund position peaked at $2.02M in Q3 2025.
249 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.