Stiles Financial Services
FBTC icon

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

Stiles 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
Q3 		$293K Hold
4,034
– – 0.07% 151
2026
Q2 		$206K Hold
4,034
– – 0.05% 179
2026
Q1 		$238K Hold
4,034
– – 0.07% 160
2025
Q4 		$308K Buy
4,034
+1,000
+33% +$87.3K 0.09% 145
2025
Q3 		$303K Hold
3,034
– – 0.1% 151
2025
Q2 		$285K Buy
+3,034
New +$261K 0.1% 149

Other funds holding FBTC

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Kaleidoscope Capital
Kaleidoscope Capital Boston, Massachusetts $381M AUM 12.32% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Stiles Financial Services's FBTC Position: Q3 2026 in Review

Stiles Financial Services held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q3 2026 at 4,034 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #151.

Stiles Financial Services first reported a position in FBTC in Q2 2025 and has held it in 6 quarters since. The position peaked at $308K in Q4 2025. 450 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Stiles Financial Services held 4,034 shares of Fidelity Wise Origin Bitcoin Fund worth $293K as of Q3 2026.
  • Stiles Financial Services left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q3 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.07% of Stiles Financial Services's portfolio in Q3 2026, its #151 holding.
  • Stiles Financial Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 6 quarters since.
  • Stiles Financial Services's Fidelity Wise Origin Bitcoin Fund position peaked at $308K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.