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Sunesis Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Sunesis Advisors’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 		$702K Hold
13,761
– – 0.29% 36
2026
Q1 		$812K Buy
13,761
+7,628
+124% +$507K 0.37% 29
2025
Q4 		$468K Buy
+6,133
New +$535K 0.21% 37

Other funds holding FBTC

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
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
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
CA
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

Sunesis Advisors's FBTC Position: Q2 2026 in Review

Sunesis Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 13,761 shares worth $702K. The position accounts for 0.29% of the portfolio, ranked #36.

Sunesis Advisors first reported a position in FBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $812K in Q1 2026. 105 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Sunesis Advisors held 13,761 shares of Fidelity Wise Origin Bitcoin Fund worth $702K as of Q2 2026.
  • Sunesis Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.29% of Sunesis Advisors's portfolio in Q2 2026, its #36 holding.
  • Sunesis Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 3 quarters since.
  • Sunesis Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $812K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.