Promethium Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Promethium Advisors’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	$3.66M	Buy	50,451 +1,919	+4%	+$119K	1.8%	14
2026 Q2	$2.48M	Buy	+48,532	New	+$3.03M	1.19%	24
2026 Q1	–	Sell	-42,250	Closed	-$3.22M	–	115
2025 Q4	$3.22M	Buy	42,250 +3,869	+10%	+$338K	1.74%	15
2025 Q3	$3.83M	Buy	38,381 +5,039	+15%	+$503K	2.2%	10
2025 Q2	$3.13M	Buy	33,342 +2,825	+9%	+$243K	1.9%	16
2025 Q1	$2.2M	Buy	30,517 +25,385	+495%	+$2.06M	1.41%	23
2024 Q4	$419K	Buy	+5,132	New	+$372K	0.29%	86

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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Promethium Advisors's FBTC Position: Q3 2026 in Review

Promethium Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4% in Q3 2026, buying an estimated $119K and bringing the position to 50,451 shares worth $3.66M. The position accounts for 1.8% of the portfolio, ranked #14.

Promethium Advisors first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.83M in Q3 2025. 265 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Promethium Advisors held 50,451 shares of Fidelity Wise Origin Bitcoin Fund worth $3.66M as of Q3 2026.
Promethium Advisors bought 1,919 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $119K.
Fidelity Wise Origin Bitcoin Fund made up 1.8% of Promethium Advisors's portfolio in Q3 2026, its #14 holding.
Promethium Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Promethium Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $3.83M in Q3 2025.
265 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Promethium Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.