Moors & Cabot
FBTC icon

Moors & Cabot’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Moors & Cabot’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 		$455K Buy
6,258
+18
+0.3% +$1.12K 0.02% 603
2026
Q2 		$319K Buy
6,240
+22
+0.4% +$1.38K 0.01% 731
2026
Q1 		$367K Hold
6,218
– – 0.02% 638
2025
Q4 		$474K Hold
6,218
– – 0.02% 554
2025
Q3 		$621K Hold
6,218
– – 0.03% 470
2025
Q2 		$584K Sell
6,218
-381
-6% -$32.8K 0.03% 470
2025
Q1 		$475K Sell
6,599
-3,544
-35% -$288K 0.02% 498
2024
Q4 		$827K Sell
10,143
-692
-6% -$50.2K 0.04% 370
2024
Q3 		$602K Sell
10,835
-227
-2% -$12.1K 0.03% 445
2024
Q2 		$580K Sell
11,062
-1,258
-10% -$72.1K 0.03% 434
2024
Q1 		$765K Buy
+12,320
New +$589K 0.04% 367

Other funds holding FBTC

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Moors & Cabot's FBTC Position: Q3 2026 in Review

Moors & Cabot increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.29% in Q3 2026, buying an estimated $1.12K and bringing the position to 6,258 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #603.

Moors & Cabot first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. The position peaked at $827K in Q4 2024. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Moors & Cabot held 6,258 shares of Fidelity Wise Origin Bitcoin Fund worth $455K as of Q3 2026.
  • Moors & Cabot bought 18 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $1.12K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #603 holding.
  • Moors & Cabot first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • Moors & Cabot's Fidelity Wise Origin Bitcoin Fund position peaked at $827K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.