JSF Financial’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$871K Buy
17,059
+5,680
+50% +$355K 0.14% 82
2026
Q1
$672K Buy
11,379
+1,006
+10% +$66.9K 0.13% 82
2025
Q4
$791K Buy
10,373
+273
+3% +$23.8K 0.16% 78
2025
Q3
$1.01M Sell
10,100
-48
-0.5% -$4.8K 0.22% 67
2025
Q2
$954K Buy
10,148
+22
+0.2% +$1.89K 0.23% 67
2025
Q1
$729K Sell
10,126
-637
-6% -$51.8K 0.19% 74
2024
Q4
$878K Buy
10,763
+3,451
+47% +$250K 0.23% 64
2024
Q3
$406K Hold
7,312
0.12% 82
2024
Q2
$384K Sell
7,312
-425
-5% -$24.4K 0.12% 82
2024
Q1
$480K Buy
+7,737
New +$370K 0.15% 74

Other funds holding FBTC

JSF Financial's FBTC Position: Q2 2026 in Review

JSF Financial increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 50% in Q2 2026, buying an estimated $355K and bringing the position to 17,059 shares worth $871K. The position accounts for 0.14% of the portfolio, ranked #82.

JSF Financial first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2025. 621 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • JSF Financial held 17,059 shares of Fidelity Wise Origin Bitcoin Fund worth $871K as of Q2 2026.
  • JSF Financial bought 5,680 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $355K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.14% of JSF Financial's portfolio in Q2 2026, its #82 holding.
  • JSF Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
  • JSF Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $1.01M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.