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

StrongBox 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 		$76.6K Buy
+1,500
New +$93.7K 0.02% 144

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

StrongBox Wealth's FBTC Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 1,500 shares worth $76.6K. The stake represents 0.02% of the portfolio and ranks #144 among its holdings.

178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • StrongBox Wealth held 1,500 shares of Fidelity Wise Origin Bitcoin Fund worth $76.6K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new StrongBox Wealth position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #144 holding.
  • 178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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