Sowell Financial Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sowell Financial Services’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	$305K	Buy	5,966 +692	+13%	+$43.2K	0.01%	867
2026 Q1	$311K	Buy	5,274 +525	+11%	+$34.9K	0.01%	825
2025 Q4	$362K	Sell	4,749 -31,956	-87%	-$2.79M	0.01%	754
2025 Q3	$3.66M	Sell	36,705 -43,436	-54%	-$4.34M	0.14%	148
2025 Q2	$7.53M	Buy	80,141 +68	+0.1%	+$5.85K	0.31%	67
2025 Q1	$5.76M	Buy	80,073 +7,226	+10%	+$588K	0.26%	82
2024 Q4	$5.94M	Buy	72,847 +14,643	+25%	+$1.06M	0.31%	74
2024 Q3	$3.23M	Buy	58,204 +2,021	+4%	+$108K	0.15%	152
2024 Q2	$2.95M	Buy	56,183 +5,328	+10%	+$305K	0.14%	160
2024 Q1	$3.16M	Buy	+50,855	New	+$2.43M	0.15%	158

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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 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

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

Sowell Financial Services's FBTC Position: Q2 2026 in Review

Sowell Financial Services increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $43.2K and bringing the position to 5,966 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #867.

Sowell Financial Services first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.53M in Q2 2025. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Sowell Financial Services held 5,966 shares of Fidelity Wise Origin Bitcoin Fund worth $305K as of Q2 2026.
Sowell Financial Services bought 692 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $43.2K.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #867 holding.
Sowell Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Sowell Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $7.53M in Q2 2025.
105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.