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Vestia Personal Wealth Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Vestia Personal Wealth 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
Q2 		$279K Buy
+5,464
New +$341K 0.11% 90
2026
Q1 		– Sell
-2,872
Closed -$225K – 101
2025
Q4 		$225K Buy
+2,872
New +$251K 0.11% 91

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Vestia Personal Wealth Advisors's FBTC Position: Q2 2026 in Review

Vestia Personal Wealth Advisors opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 5,464 shares worth $279K. The stake represents 0.11% of the portfolio and ranks #90 among its holdings. This is a return to the name: Vestia Personal Wealth Advisors previously reported a position in FBTC as recently as Q4 2025.

Vestia Personal Wealth Advisors first reported a position in FBTC in Q4 2025 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Vestia Personal Wealth Advisors held 5,464 shares of Fidelity Wise Origin Bitcoin Fund worth $279K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Vestia Personal Wealth Advisors position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.11% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • Vestia Personal Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and has held it in 2 quarters since.
  • 622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.