KFG Wealth Management
FBTC icon

KFG Wealth Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

KFG Wealth Management’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
Q3 		$1.38M Buy
18,945
+4,573
+32% +$283K 0.15% 73
2026
Q2 		$734K Buy
14,372
+4,164
+41% +$260K 0.08% 109
2026
Q1 		$603K Buy
10,208
+2,266
+29% +$151K 0.08% 116
2025
Q4 		$605K Buy
7,942
+4,902
+161% +$428K 0.08% 111
2025
Q3 		$303K Sell
3,040
-3,484
-53% -$348K 0.04% 170
2025
Q2 		$613K Buy
6,524
+1,146
+21% +$98.6K 0.1% 114
2025
Q1 		$387K Buy
5,378
+1,903
+55% +$155K 0.07% 130
2024
Q4 		$284K Buy
+3,475
New +$252K 0.05% 153

Other funds holding FBTC

Citigroup
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Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 34.01% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

KFG Wealth Management's FBTC Position: Q3 2026 in Review

KFG Wealth Management increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 32% in Q3 2026, buying an estimated $283K and bringing the position to 18,945 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #73.

KFG Wealth Management first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • KFG Wealth Management held 18,945 shares of Fidelity Wise Origin Bitcoin Fund worth $1.38M as of Q3 2026.
  • KFG Wealth Management bought 4,573 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $283K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.15% of KFG Wealth Management's portfolio in Q3 2026, its #73 holding.
  • KFG Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
  • 395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.