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Thurston Springer Miller Herd & Titak’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$91.1K Buy
1,784
+585
+49% +$36.6K 0.03% 370
2026
Q1 		$70.8K Buy
1,199
+312
+35% +$20.8K 0.03% 473
2025
Q4 		$67.6K Buy
887
+440
+98% +$38.4K 0.02% 426
2025
Q3 		$44.6K Buy
+447
New +$44.7K 0.09% 214

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
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Thurston Springer Miller Herd & Titak's FBTC Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 49% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,784 shares worth $91.1K. The position accounts for 0.03% of the portfolio, ranked #370.

Thurston Springer Miller Herd & Titak first reported a position in FBTC in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 1,784 shares of Fidelity Wise Origin Bitcoin Fund worth $91.1K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 585 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $36.6K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.03% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #370 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.