HIIFS
FBTC icon

Harel Insurance Investments & Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Harel Insurance Investments & Financial Services’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 		$323K Sell
6,325
-44
-0.7% -$2.75K ﹤0.01% 295
2026
Q1 		$376K Buy
6,369
+1,960
+44% +$130K ﹤0.01% 235
2025
Q4 		$336K Buy
4,409
+2,793
+173% +$244K ﹤0.01% 245
2025
Q3 		$161K Buy
1,616
+1,365
+544% +$136K ﹤0.01% 310
2025
Q2 		$24K Buy
+251
New +$21.6K ﹤0.01% 385

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FBTC Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.69% in Q2 2026, selling an estimated $2.75K and leaving 6,325 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Harel Insurance Investments & Financial Services first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q1 2026. 310 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 6,325 shares of Fidelity Wise Origin Bitcoin Fund worth $323K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 44 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $2.75K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #295 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • Harel Insurance Investments & Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $376K in Q1 2026.
  • 310 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.