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

Finley Financial’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 		$12K Buy
+235
New +$14.7K ﹤0.01% 108
2025
Q4 		– Sell
-235
Closed -$23.5K – 114
2025
Q3 		$23.5K Hold
235
– – 0.01% 107
2025
Q2 		$22.1K Hold
235
– – 0.01% 107
2025
Q1 		$19.6K Hold
235
– – 0.01% 106
2024
Q4 		$20.4K Buy
+235
New +$17K 0.01% 107

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Finley Financial's FBTC Position: Q2 2026 in Review

Finley Financial opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 235 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #108 among its holdings. This is a return to the name: Finley Financial previously reported a position in FBTC as recently as Q3 2025.

Finley Financial first reported a position in FBTC in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.5K in Q3 2025. 400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Finley Financial held 235 shares of Fidelity Wise Origin Bitcoin Fund worth $12K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Finley Financial position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Finley Financial's portfolio in Q2 2026, its #108 holding.
  • Finley Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 5 quarters since.
  • Finley Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $23.5K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.