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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
Q1 		– Sell
-2,872
Closed -$225K – 101
2025
Q4 		$225K Buy
+2,872
New +$251K 0.11% 91

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SSA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vestia Personal Wealth Advisors's FBTC Position: Q1 2026 in Review

Vestia Personal Wealth Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q1 2026, closing a stake of 2,872 shares — an estimated $225K sold.

Vestia Personal Wealth Advisors first reported a position in FBTC in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Vestia Personal Wealth Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q1 2026 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 2,872 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $225K.
  • Vestia Personal Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2025 and held it in 1 quarter.
  • Vestia Personal Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $225K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.