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 Q2	$73.7K	Sell	1,443 -143	-9%	-$8.94K	﹤0.01%	295
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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Advisors's FBTC Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 9% in Q2 2026, selling an estimated $8.94K and leaving 1,443 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Heritage Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $93.6K in Q1 2026. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Heritage Wealth Advisors held 1,443 shares of Fidelity Wise Origin Bitcoin Fund worth $73.7K as of Q2 2026.
Heritage Wealth Advisors sold 143 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $8.94K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #295 holding.
Heritage Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Heritage Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $93.6K in Q1 2026.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.