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

SteelPeak 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	$332K	Sell	6,511 -16,013	-71%	-$1M	0.01%	500
2026 Q1	$1.33M	Sell	22,524 -37,833	-63%	-$2.52M	0.04%	251
2025 Q4	$4.6M	Buy	60,357 +50,446	+509%	+$4.4M	0.15%	105
2025 Q3	$989K	Buy	9,911 +2,911	+42%	+$291K	0.03%	288
2025 Q2	$658K	Hold	7,000	–	–	0.03%	327
2025 Q1	$504K	Buy	7,000 +2,000	+40%	+$163K	0.02%	348
2024 Q4	$408K	Buy	+5,000	New	+$363K	0.02%	366

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SteelPeak Wealth's FBTC Position: Q2 2026 in Review

SteelPeak Wealth reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 71% in Q2 2026, selling an estimated $1M and leaving 6,511 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #500.

SteelPeak Wealth first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.6M in Q4 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

SteelPeak Wealth held 6,511 shares of Fidelity Wise Origin Bitcoin Fund worth $332K as of Q2 2026.
SteelPeak Wealth sold 16,013 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $1M.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #500 holding.
SteelPeak Wealth first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
SteelPeak Wealth's Fidelity Wise Origin Bitcoin Fund position peaked at $4.6M in Q4 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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