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Rochester Wealth Strategies’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Rochester Wealth Strategies’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 		$644K Buy
12,616
+2,699
+27% +$169K 0.36% 19
2026
Q1 		$585K Buy
9,917
+2,108
+27% +$140K 0.35% 17
2025
Q4 		$595K Buy
+7,809
New +$681K 0.37% 17

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWM
DecisionMap Wealth Management Great Falls, Virginia $179M AUM 17.96% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

Rochester Wealth Strategies's FBTC Position: Q2 2026 in Review

Rochester Wealth Strategies increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 27% in Q2 2026, buying an estimated $169K and bringing the position to 12,616 shares worth $644K. The position accounts for 0.36% of the portfolio, ranked #19.

Rochester Wealth Strategies first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Rochester Wealth Strategies held 12,616 shares of Fidelity Wise Origin Bitcoin Fund worth $644K as of Q2 2026.
  • Rochester Wealth Strategies bought 2,699 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $169K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.36% of Rochester Wealth Strategies's portfolio in Q2 2026, its #19 holding.
  • Rochester Wealth Strategies first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Rochester Wealth Strategies's 13F filing for Q2 2026, filed 22 Jul 2026.