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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
Q3 		– Sell
-13,761
Closed -$702K – 34
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

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
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 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
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Sunesis Advisors's FBTC Position: Q3 2026 in Review

Sunesis Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026, closing a stake of 13,761 shares — an estimated $702K sold.

Sunesis Advisors first reported a position in FBTC in Q4 2025 and held it in 3 quarters. The position peaked at $812K in Q1 2026. 395 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Sunesis Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2026 after selling out during the quarter.
  • Sunesis Advisors sold 13,761 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $702K.
  • Sunesis Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and held it in 3 quarters.
  • Sunesis Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $812K in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.