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Guardian Wealth Advisors (North Carolina)’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$255K Buy
4,987
+705
+16% +$44.1K 0.01% 341
2026
Q1 		$253K Hold
4,282
– – 0.02% 308
2025
Q4 		$326K Sell
4,282
-6
-0.1% -$524 0.02% 284
2025
Q3 		$428K Buy
4,288
+3
+0.1% +$300 0.03% 233
2025
Q2 		$403K Buy
4,285
+250
+6% +$21.5K 0.03% 222
2025
Q1 		$290K Buy
4,035
+161
+4% +$13.1K 0.02% 255
2024
Q4 		$316K Buy
+3,874
New +$281K 0.02% 241

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s FBTC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 16% in Q2 2026, buying an estimated $44.1K and bringing the position to 4,987 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #341.

Guardian Wealth Advisors (North Carolina) first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q3 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,987 shares of Fidelity Wise Origin Bitcoin Fund worth $255K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 705 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $44.1K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #341 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Fidelity Wise Origin Bitcoin Fund position peaked at $428K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.