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Noble Wealth Management PBC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Noble Wealth Management PBC’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 		$185K Sell
2,548
-47
-2% -$2.91K 0.08% 164
2026
Q2 		$132K Sell
2,595
-850
-25% -$53.1K 0.06% 189
2026
Q1 		$203K Buy
3,445
+1,360
+65% +$90.5K 0.1% 142
2025
Q4 		$159K Buy
2,085
+1,115
+115% +$97.3K 0.08% 163
2025
Q3 		$96.8K Buy
+970
New +$96.9K 0.05% 182

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Noble Wealth Management PBC's FBTC Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.8% in Q3 2026, selling an estimated $2.91K and leaving 2,548 shares worth $185K. The position accounts for 0.08% of the portfolio, ranked #164.

Noble Wealth Management PBC first reported a position in FBTC in Q3 2025 and has held it in 5 quarters since. The position peaked at $203K in Q1 2026. 27 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Noble Wealth Management PBC held 2,548 shares of Fidelity Wise Origin Bitcoin Fund worth $185K as of Q3 2026.
  • Noble Wealth Management PBC sold 47 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $2.91K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.08% of Noble Wealth Management PBC's portfolio in Q3 2026, its #164 holding.
  • Noble Wealth Management PBC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
  • Noble Wealth Management PBC's Fidelity Wise Origin Bitcoin Fund position peaked at $203K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.