Freestone Capital Holdings’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Freestone Capital Holdings’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	$234K	Buy	+4,590	New	+$287K	0.01%	537

Other funds holding FBTC

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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 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 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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Freestone Capital Holdings's FBTC Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 4,590 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings.

400 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Freestone Capital Holdings held 4,590 shares of Fidelity Wise Origin Bitcoin Fund worth $234K as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Freestone Capital Holdings position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #537 holding.
400 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.