Mather Group
FBTC icon

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

Mather 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 		$42K Buy
578
+250
+76% +$15.5K ﹤0.01% 1213
2026
Q2 		$16.7K Hold
328
– – ﹤0.01% 1372
2026
Q1 		$19.4K Buy
+328
New +$21.8K ﹤0.01% 1284
2025
Q4 		– Sell
-328
Closed -$32.7K – 973
2025
Q3 		$32.7K Buy
+328
New +$32.8K ﹤0.01% 1005

Other funds holding FBTC

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's FBTC Position: Q3 2026 in Review

Mather Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 76% in Q3 2026, buying an estimated $15.5K and bringing the position to 578 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Mather Group first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Mather Group held 578 shares of Fidelity Wise Origin Bitcoin Fund worth $42K as of Q3 2026.
  • Mather Group bought 250 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $15.5K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1213 holding.
  • Mather Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.