OneAscent Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$466K Sell
7,893
-5,471
-41% -$364K 0.03% 362
2025
Q4
$1.02M Buy
13,364
+8,296
+164% +$724K 0.09% 146
2025
Q3
$506K Buy
5,068
+123
+2% +$12.3K 0.06% 232
2025
Q2
$465K Buy
+4,945
New +$426K 0.03% 326

Other funds holding FBTC

OneAscent Financial Services's FBTC Position: Q1 2026 in Review

OneAscent Financial Services reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 41% in Q1 2026, selling an estimated $364K and leaving 7,893 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #362.

OneAscent Financial Services first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • OneAscent Financial Services held 7,893 shares of Fidelity Wise Origin Bitcoin Fund worth $466K as of Q1 2026.
  • OneAscent Financial Services sold 5,471 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $364K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of OneAscent Financial Services's portfolio in Q1 2026, its #362 holding.
  • OneAscent Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $1.02M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.