Roman Butler Fullerton & Co’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$503K Buy
9,291
+444
+5% +$27.7K 0.12% 183
2026
Q1
$550K Buy
8,847
+133
+2% +$8.85K 0.15% 147
2025
Q4
$678K Sell
8,714
-226
-3% -$19.7K 0.18% 137
2025
Q3
$862K Sell
8,940
-1,314
-13% -$131K 0.23% 108
2025
Q2
$1.05M Buy
10,254
+712
+7% +$61.3K 0.31% 88
2025
Q1
$701K Sell
9,542
-1,132
-11% -$92.1K 0.27% 91
2024
Q4
$944K Sell
10,674
-156
-1% -$11.3K 0.3% 85
2024
Q3
$635K Buy
10,830
+4,758
+78% +$254K 0.19% 120
2024
Q2
$305K Buy
+6,072
New +$348K 0.1% 177

Other funds holding FBTC

Roman Butler Fullerton & Co's FBTC Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5% in Q2 2026, buying an estimated $27.7K and bringing the position to 9,291 shares worth $503K. The position accounts for 0.12% of the portfolio, ranked #183.

Roman Butler Fullerton & Co first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Roman Butler Fullerton & Co held 9,291 shares of Fidelity Wise Origin Bitcoin Fund worth $503K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 444 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $27.7K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.12% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #183 holding.
  • Roman Butler Fullerton & Co first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
  • Roman Butler Fullerton & Co's Fidelity Wise Origin Bitcoin Fund position peaked at $1.05M in Q2 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.