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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
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 35.19% 1-Year Est. Return
BM
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
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
CA
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

Noble Wealth Management PBC's FBTC Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 25% in Q2 2026, selling an estimated $53.1K and leaving 2,595 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #189.

Noble Wealth Management PBC first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $203K in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Noble Wealth Management PBC held 2,595 shares of Fidelity Wise Origin Bitcoin Fund worth $132K as of Q2 2026.
  • Noble Wealth Management PBC sold 850 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $53.1K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.06% of Noble Wealth Management PBC's portfolio in Q2 2026, its #189 holding.
  • Noble Wealth Management PBC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Fidelity Wise Origin Bitcoin Fund position peaked at $203K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.