Relyea Zuckerberg Hanson’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Relyea Zuckerberg Hanson’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	$778K	Buy	15,245 +883	+6%	+$55.2K	0.06%	132
2026 Q1	$848K	Buy	14,362 +9,123	+174%	+$607K	0.09%	111
2025 Q4	$399K	Buy	5,239 +2,163	+70%	+$189K	0.04%	186
2025 Q3	$307K	Buy	3,076 +935	+44%	+$93.4K	0.03%	214
2025 Q2	$201K	Buy	+2,141	New	+$184K	0.02%	253

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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 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

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

Relyea Zuckerberg Hanson's FBTC Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.1% in Q2 2026, buying an estimated $55.2K and bringing the position to 15,245 shares worth $778K. The position accounts for 0.06% of the portfolio, ranked #132.

Relyea Zuckerberg Hanson first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $848K in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Relyea Zuckerberg Hanson held 15,245 shares of Fidelity Wise Origin Bitcoin Fund worth $778K as of Q2 2026.
Relyea Zuckerberg Hanson bought 883 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $55.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.06% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #132 holding.
Relyea Zuckerberg Hanson first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
Relyea Zuckerberg Hanson's Fidelity Wise Origin Bitcoin Fund position peaked at $848K in Q1 2026.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.