VFP
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Verus Financial Partners’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Verus Financial Partners’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 		$533K Hold
10,447
– – 0.05% 71
2026
Q1 		$686K Hold
10,447
– – 0.06% 58
2025
Q4 		$797K Hold
10,447
– – 0.07% 54
2025
Q3 		$1.04M Hold
10,447
– – 0.1% 43
2025
Q2 		$1.02M Hold
10,447
– – 0.1% 41
2025
Q1 		$767K Hold
10,447
– – 0.09% 43
2024
Q4 		$864K Buy
10,447
+291
+3% +$21.1K 0.1% 42
2024
Q3 		$548K Buy
+10,156
New +$542K 0.06% 48

Other funds holding FBTC

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 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 $44.6B AUM 28.94% 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

Verus Financial Partners's FBTC Position: Q2 2026 in Review

Verus Financial Partners held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 10,447 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #71.

Verus Financial Partners first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2025. 296 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Verus Financial Partners held 10,447 shares of Fidelity Wise Origin Bitcoin Fund worth $533K as of Q2 2026.
  • Verus Financial Partners left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Verus Financial Partners's portfolio in Q2 2026, its #71 holding.
  • Verus Financial Partners first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
  • Verus Financial Partners's Fidelity Wise Origin Bitcoin Fund position peaked at $1.04M in Q3 2025.
  • 296 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.