Larson Financial Group
FBTC icon

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

Larson Financial Group’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 		$963K Sell
13,251
-49
-0.4% -$3.04K 0.02% 378
2026
Q2 		$679K Buy
13,300
+1,135
+9% +$70.9K 0.02% 470
2026
Q1 		$718K Buy
12,165
+3,701
+44% +$246K 0.02% 381
2025
Q4 		$645K Buy
8,464
+379
+5% +$33.1K 0.02% 399
2025
Q3 		$807K Buy
8,085
+338
+4% +$33.8K 0.03% 353
2025
Q2 		$728K Buy
7,747
+304
+4% +$26.2K 0.03% 353
2025
Q1 		$536K Buy
7,443
+612
+9% +$49.8K 0.03% 394
2024
Q4 		$557K Buy
6,831
+2,745
+67% +$199K 0.03% 329
2024
Q3 		$227K Buy
4,086
+2,812
+221% +$150K 0.01% 541
2024
Q2 		$66.8K Buy
1,274
+1,115
+701% +$63.9K ﹤0.01% 742
2024
Q1 		$9.9K Buy
+159
New +$7.61K ﹤0.01% 1047

Other funds holding FBTC

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.23B AUM 10.89% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

Larson Financial Group's FBTC Position: Q3 2026 in Review

Larson Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.37% in Q3 2026, selling an estimated $3.04K and leaving 13,251 shares worth $963K. The position accounts for 0.02% of the portfolio, ranked #378.

Larson Financial Group first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Larson Financial Group held 13,251 shares of Fidelity Wise Origin Bitcoin Fund worth $963K as of Q3 2026.
  • Larson Financial Group sold 49 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $3.04K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #378 holding.
  • Larson Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • 587 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.