Foundations Investment Advisors’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
Q2
$4.24M Buy
83,023
+1,606
+2% +$100K 0.04% 278
2026
Q1
$4.81M Buy
81,417
+3,326
+4% +$221K 0.06% 229
2025
Q4
$5.95M Buy
78,091
+13,728
+21% +$1.2M 0.08% 195
2025
Q3
$6.42M Buy
64,363
+14,562
+29% +$1.45M 0.09% 170
2025
Q2
$4.68M Buy
49,801
+34,070
+217% +$2.93M 0.07% 212
2025
Q1
$1.13M Buy
15,731
+6,619
+73% +$538K 0.02% 380
2024
Q4
$743K Buy
9,112
+5,298
+139% +$384K 0.01% 459
2024
Q3
$212K Buy
+3,814
New +$203K ﹤0.01% 758

Other funds holding FBTC

Foundations Investment Advisors's FBTC Position: Q2 2026 in Review

Foundations Investment Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2% in Q2 2026, buying an estimated $100K and bringing the position to 83,023 shares worth $4.24M. The position accounts for 0.04% of the portfolio, ranked #278.

Foundations Investment Advisors first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.42M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Foundations Investment Advisors held 83,023 shares of Fidelity Wise Origin Bitcoin Fund worth $4.24M as of Q2 2026.
  • Foundations Investment Advisors bought 1,606 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $100K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #278 holding.
  • Foundations Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
  • Foundations Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $6.42M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.