Shade Tree Advisors
FBTC icon

Shade Tree Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Shade Tree Advisors’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 		$565K Buy
7,777
+883
+13% +$54.7K 0.3% 36
2026
Q2 		$352K Buy
6,894
+1,794
+35% +$112K 0.21% 25
2026
Q1 		$301K Buy
5,100
+1,743
+52% +$116K 0.22% 24
2025
Q4 		$256K Buy
3,357
+942
+39% +$82.2K 0.19% 31
2025
Q3 		$241K Buy
+2,415
New +$241K 0.21% 17

Other funds holding FBTC

Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Shade Tree Advisors's FBTC Position: Q3 2026 in Review

Shade Tree Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q3 2026, buying an estimated $54.7K and bringing the position to 7,777 shares worth $565K. The position accounts for 0.3% of the portfolio, ranked #36.

Shade Tree Advisors first reported a position in FBTC in Q3 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Shade Tree Advisors held 7,777 shares of Fidelity Wise Origin Bitcoin Fund worth $565K as of Q3 2026.
  • Shade Tree Advisors bought 883 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $54.7K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.3% of Shade Tree Advisors's portfolio in Q3 2026, its #36 holding.
  • Shade Tree Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.