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Smallwood Wealth Investment Management’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Smallwood Wealth Investment Management’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 		$252K Hold
4,946
– – 0.11% 83
2026
Q1 		$292K Sell
4,946
-100
-2% -$6.65K 0.15% 67
2025
Q4 		$385K Sell
5,046
-100
-2% -$8.73K 0.2% 55
2025
Q3 		$514K Hold
5,146
– – 0.26% 48
2025
Q2 		$484K Hold
5,146
– – 0.28% 45
2025
Q1 		$370K Hold
5,146
– – 0.23% 50
2024
Q4 		$420K Buy
+5,146
New +$373K 0.29% 52
2024
Q3 		– Sell
-6,803
Closed -$357K – 72
2024
Q2 		$357K Buy
+6,803
New +$390K 0.28% 53

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Smallwood Wealth Investment Management's FBTC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 4,946 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #83.

Smallwood Wealth Investment Management first reported a position in FBTC in Q2 2024 and has held it in 8 quarters since. The position peaked at $514K in Q3 2025. 178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Smallwood Wealth Investment Management held 4,946 shares of Fidelity Wise Origin Bitcoin Fund worth $252K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.11% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #83 holding.
  • Smallwood Wealth Investment Management first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 8 quarters since.
  • Smallwood Wealth Investment Management's Fidelity Wise Origin Bitcoin Fund position peaked at $514K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.