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

The Wealth Group’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 		$566K Buy
11,090
+1,251
+13% +$78.2K 0.11% 54
2026
Q1 		$581K Buy
9,839
+3,502
+55% +$233K 0.13% 50
2025
Q4 		$483K Buy
6,337
+869
+16% +$75.8K 0.11% 55
2025
Q3 		$546K Sell
5,468
-70
-1% -$6.99K 0.13% 53
2025
Q2 		$521K Sell
5,538
-2,515
-31% -$216K 0.13% 49
2025
Q1 		$580K Buy
8,053
+5,056
+169% +$411K 0.17% 39
2024
Q4 		$244K Buy
+2,997
New +$217K 0.07% 53

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

The Wealth Group's FBTC Position: Q2 2026 in Review

The Wealth Group increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 13% in Q2 2026, buying an estimated $78.2K and bringing the position to 11,090 shares worth $566K. The position accounts for 0.11% of the portfolio, ranked #54.

The Wealth Group first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $581K in Q1 2026. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • The Wealth Group held 11,090 shares of Fidelity Wise Origin Bitcoin Fund worth $566K as of Q2 2026.
  • The Wealth Group bought 1,251 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $78.2K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.11% of The Wealth Group's portfolio in Q2 2026, its #54 holding.
  • The Wealth Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • The Wealth Group's Fidelity Wise Origin Bitcoin Fund position peaked at $581K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.