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

Merit 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 Q2	$1.26M	Sell	24,759 -683	-3%	-$42.7K	0.01%	968
2026 Q1	$1.5M	Sell	25,442 -8,312	-25%	-$553K	0.01%	807
2025 Q4	$2.57M	Sell	33,754 -6,376	-16%	-$556K	0.02%	545
2025 Q3	$4.01M	Buy	40,130 +552	+1%	+$55.2K	0.04%	361
2025 Q2	$3.72M	Buy	39,578 +29,487	+292%	+$2.54M	0.04%	346
2025 Q1	$726K	Buy	10,091 +3,062	+44%	+$249K	0.01%	783
2024 Q4	$573K	Buy	7,029 +1,973	+39%	+$143K	0.01%	682
2024 Q3	$281K	Sell	5,056 -1,640	-24%	-$87.4K	0.01%	688
2024 Q2	$351K	Buy	6,696 +348	+5%	+$20K	0.01%	673
2024 Q1	$345K	Buy	+6,348	New	+$304K	0.01%	659

Other funds holding FBTC

LWAM

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

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Merit Financial Group's FBTC Position: Q2 2026 in Review

Merit Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.7% in Q2 2026, selling an estimated $42.7K and leaving 24,759 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #968.

Merit Financial Group first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.01M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Merit Financial Group held 24,759 shares of Fidelity Wise Origin Bitcoin Fund worth $1.26M as of Q2 2026.
Merit Financial Group sold 683 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $42.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #968 holding.
Merit Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $4.01M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.