Savant Capital’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Savant Capital’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	$8.96M	Buy	123,280 +51,455	+72%	+$3.19M	0.03%	373
2026 Q2	$3.96M	Buy	71,825 +66,277	+1,195%	+$4.14M	0.01%	455
2026 Q1	$327K	Buy	5,548 +110	+2%	+$7.32K	﹤0.01%	1126
2025 Q4	$415K	Sell	5,438 -674	-11%	-$58.8K	﹤0.01%	912
2025 Q3	$610K	Buy	6,112 +1,506	+33%	+$150K	﹤0.01%	726
2025 Q2	$433K	Sell	4,606 -934	-17%	-$80.4K	﹤0.01%	802
2025 Q1	$399K	Sell	5,540 -1,203	-18%	-$97.8K	﹤0.01%	736
2024 Q4	$550K	Buy	+6,743	New	+$489K	﹤0.01%	853

Other funds holding FBTC

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return

United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Means Investment Company Bangor, Maine $1.38B AUM 19.17% 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

Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return

Savant Capital's FBTC Position: Q3 2026 in Review

Savant Capital increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 72% in Q3 2026, buying an estimated $3.19M and bringing the position to 123,280 shares worth $8.96M. The position accounts for 0.03% of the portfolio, ranked #373.

Savant Capital first reported a position in FBTC in Q4 2024 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Savant Capital held 123,280 shares of Fidelity Wise Origin Bitcoin Fund worth $8.96M as of Q3 2026.
Savant Capital bought 51,455 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $3.19M.
Fidelity Wise Origin Bitcoin Fund made up 0.03% of Savant Capital's portfolio in Q3 2026, its #373 holding.
Savant Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 8 quarters since.
427 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.