PCM
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Pennsylvania Capital Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Pennsylvania Capital Management’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 		– Sell
-9,605
Closed -$567K – 126
2026
Q1 		$567K Buy
9,605
+1,992
+26% +$133K 0.16% 69
2025
Q4 		$580K Buy
7,613
+4,155
+120% +$363K 0.16% 65
2025
Q3 		$345K Buy
3,458
+536
+18% +$53.6K 0.1% 88
2025
Q2 		$275K Hold
2,922
– – 0.09% 92
2025
Q1 		$210K Buy
+2,922
New +$238K 0.08% 97

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM

Pennsylvania Capital Management's FBTC Position: Q2 2026 in Review

Pennsylvania Capital Management sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 9,605 shares — an estimated $567K sold.

Pennsylvania Capital Management first reported a position in FBTC in Q1 2025 and held it in 5 quarters. The position peaked at $580K in Q4 2025. 276 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Pennsylvania Capital Management reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • Pennsylvania Capital Management sold 9,605 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $567K.
  • Pennsylvania Capital Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and held it in 5 quarters.
  • Pennsylvania Capital Management's Fidelity Wise Origin Bitcoin Fund position peaked at $580K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.