Kingswood Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Kingswood 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	$5.59M	Sell	109,405 -2,579	-2%	-$161K	0.23%	106
2026 Q1	$6.61M	Sell	111,984 -1,681	-1%	-$112K	0.31%	67
2025 Q4	$8.66M	Buy	113,665 +23,792	+26%	+$2.08M	0.42%	42
2025 Q3	$8.97M	Sell	89,873 -1,058	-1%	-$106K	0.54%	31
2025 Q2	$8.55M	Buy	90,931 +6,716	+8%	+$578K	0.67%	21
2025 Q1	$6.06M	Buy	84,215 +2,606	+3%	+$212K	0.55%	25
2024 Q4	$6.66M	Sell	81,609 -24,359	-23%	-$1.77M	0.5%	32
2024 Q3	$5.88M	Buy	105,968 +5,052	+5%	+$269K	0.42%	48
2024 Q2	$5.29M	Buy	100,916 +27,765	+38%	+$1.59M	0.48%	33
2024 Q1	$4.54M	Buy	+73,151	New	+$3.5M	0.52%	30

Other funds holding FBTC

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.3% in Q2 2026, selling an estimated $161K and leaving 109,405 shares worth $5.59M. The position accounts for 0.23% of the portfolio, ranked #106.

Kingswood Wealth Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.97M in Q3 2025. 195 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Kingswood Wealth Advisors held 109,405 shares of Fidelity Wise Origin Bitcoin Fund worth $5.59M as of Q2 2026.
Kingswood Wealth Advisors sold 2,579 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $161K.
Fidelity Wise Origin Bitcoin Fund made up 0.23% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Kingswood Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Kingswood Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $8.97M in Q3 2025.
195 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.