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Lloyd Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Lloyd Advisory Services’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
-59
Closed -$3.48K – 749
2026
Q1 		$3.48K Buy
+59
New +$3.92K ﹤0.01% 614

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CF
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PCM
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PC
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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

Lloyd Advisory Services's FBTC Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 59 shares — an estimated $3.48K sold.

Lloyd Advisory Services first reported a position in FBTC in Q1 2026 and held it in 1 quarter. The position peaked at $3.48K in Q1 2026. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 59 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $3.48K.
  • Lloyd Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $3.48K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.