SignatureFD’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SignatureFD’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	$329K	Buy	4,524 +905	+25%	+$56.1K	﹤0.01%	892
2026 Q2	$185K	Buy	3,619 +2,174	+150%	+$136K	﹤0.01%	1138
2026 Q1	$85.3K	Buy	1,445 +10	+0.7%	+$665	﹤0.01%	1430
2025 Q4	$109K	Buy	1,435 +46	+3%	+$4.01K	﹤0.01%	1278
2025 Q3	$139K	Buy	1,389 +10	+0.7%	+$999	﹤0.01%	1124
2025 Q2	$130K	Buy	1,379 +160	+13%	+$13.8K	﹤0.01%	1117
2025 Q1	$87.7K	Buy	1,219 +136	+13%	+$11.1K	﹤0.01%	1278
2024 Q4	$88.4K	Buy	1,083 +1,043	+2,608%	+$75.7K	﹤0.01%	1293
2024 Q3	$2.22K	Hold	40	–	–	﹤0.01%	2812
2024 Q2	$2.1K	Buy	40 +10	+33%	+$573	﹤0.01%	2745
2024 Q1	$1.86K	Buy	+30	New	+$1.44K	﹤0.01%	2815

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 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

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

SignatureFD's FBTC Position: Q3 2026 in Review

SignatureFD increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 25% in Q3 2026, buying an estimated $56.1K and bringing the position to 4,524 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

SignatureFD first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

SignatureFD held 4,524 shares of Fidelity Wise Origin Bitcoin Fund worth $329K as of Q3 2026.
SignatureFD bought 905 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $56.1K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #892 holding.
SignatureFD first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.