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Heritage Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Heritage Wealth Advisors’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
Q1 		$93.6K Buy
1,586
+756
+91% +$50.3K ﹤0.01% 261
2025
Q4 		$63.2K Buy
830
+13
+2% +$1.13K ﹤0.01% 296
2025
Q3 		$81.5K Hold
817
– – ﹤0.01% 264
2025
Q2 		$76.7K Hold
817
– – ﹤0.01% 261
2025
Q1 		$58.8K Buy
817
+687
+528% +$55.9K ﹤0.01% 289
2024
Q4 		$10.6K Buy
+130
New +$9.43K ﹤0.01% 437

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Heritage Wealth Advisors's FBTC Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 91% in Q1 2026, buying an estimated $50.3K and bringing the position to 1,586 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Heritage Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Heritage Wealth Advisors held 1,586 shares of Fidelity Wise Origin Bitcoin Fund worth $93.6K as of Q1 2026.
  • Heritage Wealth Advisors bought 756 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $50.3K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Heritage Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.