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

GR Financial Group’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	$224K	Buy	+3,081	New	+$191K	0.03%	38
2026 Q1	–	Sell	-13,255	Closed	-$1.01M	–	23
2025 Q4	$1.01M	Sell	13,255 -7,926	-37%	-$692K	0.23%	11
2025 Q3	$2.11M	Buy	21,181 +8,024	+61%	+$802K	0.49%	10
2025 Q2	$1.24M	Buy	13,157 +4,443	+51%	+$382K	0.3%	13
2025 Q1	$627K	Buy	8,714 +1,663	+24%	+$135K	0.1%	11
2024 Q4	$575K	Buy	+7,051	New	+$511K	0.1%	11

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Kaleidoscope Capital Boston, Massachusetts $381M AUM 12.32% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 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

GR Financial Group's FBTC Position: Q3 2026 in Review

GR Financial Group opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 3,081 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #38 among its holdings. This is a return to the name: GR Financial Group previously reported a position in FBTC as recently as Q4 2025.

GR Financial Group first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.11M in Q3 2025. 450 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

GR Financial Group held 3,081 shares of Fidelity Wise Origin Bitcoin Fund worth $224K as of Q3 2026.
Fidelity Wise Origin Bitcoin Fund was a new GR Financial Group position in Q3 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of GR Financial Group's portfolio in Q3 2026, its #38 holding.
GR Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
GR Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $2.11M in Q3 2025.
450 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on GR Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.