Kingsview Wealth Management’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
$2.56M Sell
50,194
-3,159
-6% -$197K 0.03% 505
2026
Q1
$3.15M Buy
53,353
+3,674
+7% +$244K 0.04% 410
2025
Q4
$3.79M Buy
49,679
+4,181
+9% +$365K 0.05% 333
2025
Q3
$4.54M Buy
45,498
+13,106
+40% +$1.31M 0.07% 288
2025
Q2
$3.04M Buy
32,392
+8,246
+34% +$710K 0.05% 345
2025
Q1
$1.74M Buy
24,146
+3,968
+20% +$323K 0.03% 417
2024
Q4
$1.65M Buy
20,178
+16,315
+422% +$1.18M 0.03% 434
2024
Q3
$215K Sell
3,863
-8,390
-68% -$447K ﹤0.01% 1013
2024
Q2
$643K Buy
+12,253
New +$703K 0.02% 617

Other funds holding FBTC

Kingsview Wealth Management's FBTC Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.9% in Q2 2026, selling an estimated $197K and leaving 50,194 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #505.

Kingsview Wealth Management first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Kingsview Wealth Management held 50,194 shares of Fidelity Wise Origin Bitcoin Fund worth $2.56M as of Q2 2026.
  • Kingsview Wealth Management sold 3,159 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $197K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Kingsview Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • Kingsview Wealth Management's Fidelity Wise Origin Bitcoin Fund position peaked at $4.54M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.