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SlateStone Wealth’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

SlateStone Wealth’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
Q2 		$228K Sell
4,468
-300
-6% -$18.7K 0.02% 275
2026
Q1 		$281K Hold
4,768
– – 0.02% 257
2025
Q4 		$363K Buy
4,768
+355
+8% +$31K 0.03% 241
2025
Q3 		$440K Buy
4,413
+1,345
+44% +$134K 0.04% 219
2025
Q2 		$288K Buy
+3,068
New +$264K 0.03% 252

Other funds holding FBTC

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SlateStone Wealth's FBTC Position: Q2 2026 in Review

SlateStone Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.3% in Q2 2026, selling an estimated $18.7K and leaving 4,468 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #275.

SlateStone Wealth first reported a position in FBTC in Q2 2025 and has held it in 5 quarters since. The position peaked at $440K in Q3 2025. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • SlateStone Wealth held 4,468 shares of Fidelity Wise Origin Bitcoin Fund worth $228K as of Q2 2026.
  • SlateStone Wealth sold 300 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $18.7K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #275 holding.
  • SlateStone Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 5 quarters since.
  • SlateStone Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $440K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.