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

Perigon Wealth 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 Q3	$3.72M	Sell	51,247 -852	-2%	-$52.8K	0.06%	276
2026 Q2	$2.66M	Buy	52,099 +39,761	+322%	+$2.48M	0.04%	350
2026 Q1	$728K	Buy	12,338 +439	+4%	+$29.2K	0.01%	635
2025 Q4	$907K	Buy	11,899 +5,977	+101%	+$522K	0.02%	584
2025 Q3	$591K	Buy	5,922 +1,332	+29%	+$133K	0.01%	681
2025 Q2	$431K	Buy	4,590 +1,730	+60%	+$149K	0.01%	716
2025 Q1	$206K	Buy	+2,860	New	+$233K	0.01%	964

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Perigon Wealth Management's FBTC Position: Q3 2026 in Review

Perigon Wealth Management reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 1.6% in Q3 2026, selling an estimated $52.8K and leaving 51,247 shares worth $3.72M. The position accounts for 0.06% of the portfolio, ranked #276.

Perigon Wealth Management first reported a position in FBTC in Q1 2025 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Perigon Wealth Management held 51,247 shares of Fidelity Wise Origin Bitcoin Fund worth $3.72M as of Q3 2026.
Perigon Wealth Management sold 852 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $52.8K.
Fidelity Wise Origin Bitcoin Fund made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #276 holding.
Perigon Wealth Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.