Grimes & Company’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Grimes & Company’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	$256K	Buy	5,015 +521	+12%	+$32.6K	0.01%	402
2026 Q1	$265K	Hold	4,494	–	–	0.01%	377
2025 Q4	$343K	Buy	4,494 +704	+19%	+$61.4K	0.01%	362
2025 Q3	$378K	Buy	3,790 +50	+1%	+$5K	0.01%	349
2025 Q2	$352K	Buy	+3,740	New	+$322K	0.01%	314
2025 Q1	–	Sell	-2,624	Closed	-$214K	–	378
2024 Q4	$214K	Buy	+2,624	New	+$190K	0.01%	358

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Grimes & Company's FBTC Position: Q2 2026 in Review

Grimes & Company increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q2 2026, buying an estimated $32.6K and bringing the position to 5,015 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #402.

Grimes & Company first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $378K in Q3 2025. 102 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Grimes & Company held 5,015 shares of Fidelity Wise Origin Bitcoin Fund worth $256K as of Q2 2026.
Grimes & Company bought 521 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $32.6K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #402 holding.
Grimes & Company first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
Grimes & Company's Fidelity Wise Origin Bitcoin Fund position peaked at $378K in Q3 2025.
102 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.