Focus Partners Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.87M Sell
97,917
-743
-0.8% -$49.4K 0.01% 883
2025
Q4
$7.52M Buy
98,660
+36,897
+60% +$3.22M 0.01% 801
2025
Q3
$6.16M Buy
61,763
+9,852
+19% +$984K 0.01% 693
2025
Q2
$4.88M Buy
51,911
+15,725
+43% +$1.35M 0.01% 685
2025
Q1
$2.6M Buy
36,186
+306
+0.9% +$24.9K 0.01% 782
2024
Q4
$2.93M Buy
35,880
+22,386
+166% +$1.62M 0.01% 754
2024
Q3
$662K Sell
13,494
-15,716
-54% -$838K ﹤0.01% 1060
2024
Q2
$1.58M Buy
29,210
+18,268
+167% +$1.05M 0.01% 702
2024
Q1
$679K Buy
+10,942
New +$524K 0.01% 668

Other funds holding FBTC

Focus Partners Wealth's FBTC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.75% in Q1 2026, selling an estimated $49.4K and leaving 97,917 shares worth $5.87M. The position accounts for 0.01% of the portfolio, ranked #883.

Focus Partners Wealth first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.52M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Focus Partners Wealth held 97,917 shares of Fidelity Wise Origin Bitcoin Fund worth $5.87M as of Q1 2026.
  • Focus Partners Wealth sold 743 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $49.4K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #883 holding.
  • Focus Partners Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $7.52M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.