Root Financial Partners
FBTC icon

Root Financial Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Root Financial Partners’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 		$151K Buy
+2,073
New +$128K 0.01% 557
2026
Q2 		– Sell
-1,254
Closed -$74K – 1327
2026
Q1 		$74K Sell
1,254
-766
-38% -$51K ﹤0.01% 702
2025
Q4 		$154K Buy
2,020
+1,926
+2,049% +$168K 0.01% 342
2025
Q3 		$9.38K Buy
+94
New +$9.39K ﹤0.01% 1476

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Root Financial Partners's FBTC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026: 2,073 shares worth $151K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FBTC as recently as Q1 2026.

Root Financial Partners first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. The position peaked at $154K in Q4 2025. 423 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Root Financial Partners held 2,073 shares of Fidelity Wise Origin Bitcoin Fund worth $151K as of Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Root Financial Partners position in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #557 holding.
  • Root Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $154K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.