Vantage Financial Partners (Wisconsin)’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$480K Buy
6,298
+1,469
+30% +$128K 0.1% 121
2025
Q3
$482K Sell
4,829
-3,018
-38% -$302K 0.1% 120
2025
Q2
$738K Buy
7,847
+897
+13% +$77.2K 0.17% 86
2025
Q1
$500K Hold
6,950
– – 0.12% 103
2024
Q4
$567K Hold
6,950
– – 0.14% 94
2024
Q3
$386K Buy
+6,950
New +$371K 0.1% 118

Other funds holding FBTC

Vantage Financial Partners (Wisconsin)'s FBTC Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 30% in Q4 2025, buying an estimated $128K and bringing the position to 6,298 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #121.

Vantage Financial Partners (Wisconsin) first reported a position in FBTC in Q3 2024 and has held it in 6 quarters since. The position peaked at $738K in Q2 2025. 679 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 6,298 shares of Fidelity Wise Origin Bitcoin Fund worth $480K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 1,469 Fidelity Wise Origin Bitcoin Fund shares in Q4 2025, an estimated $128K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.1% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #121 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Fidelity Wise Origin Bitcoin Fund position peaked at $738K in Q2 2025.
  • 679 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.