Kastel Capital Advisors’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
$233K Buy
3,952
+937
+31% +$58.5K 0.15% 56
2026
Q1
$230K Hold
3,015
0.14% 52
2025
Q4
$230K Buy
+3,015
New +$263K 0.14% 52

Other funds holding FBTC

Kastel Capital Advisors's FBTC Position: Q2 2026 in Review

Kastel Capital Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 31% in Q2 2026, buying an estimated $58.5K and bringing the position to 3,952 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #56.

Kastel Capital Advisors first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Kastel Capital Advisors held 3,952 shares of Fidelity Wise Origin Bitcoin Fund worth $233K as of Q2 2026.
  • Kastel Capital Advisors bought 937 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $58.5K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.15% of Kastel Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Kastel Capital Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.