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LBMC Investment Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

LBMC Investment 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 		– Sell
-10,850
Closed -$640K – 251
2026
Q1 		$640K Sell
10,850
-1,805
-14% -$120K 0.04% 134
2025
Q4 		$965K Hold
12,655
– – 0.06% 103
2025
Q3 		$1.26M Hold
12,655
– – 0.08% 91
2025
Q2 		$1.19M Buy
12,655
+4,910
+63% +$423K 0.08% 84
2025
Q1 		$557K Hold
7,745
– – 0.04% 114
2024
Q4 		$632K Hold
7,745
– – 0.05% 103
2024
Q3 		$430K Buy
+7,745
New +$413K 0.03% 122

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

LBMC Investment Advisors's FBTC Position: Q2 2026 in Review

LBMC Investment Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 10,850 shares — an estimated $640K sold.

LBMC Investment Advisors first reported a position in FBTC in Q3 2024 and held it in 7 quarters. The position peaked at $1.26M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • LBMC Investment Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • LBMC Investment Advisors sold 10,850 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $640K.
  • LBMC Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and held it in 7 quarters.
  • LBMC Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.26M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.