Vestor Capital
FBTC icon

Vestor Capital’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Vestor Capital’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
Q3 		$84.9M Buy
249,237
+244,187
+4,835% +$15.1M 5.25% 3
2026
Q2 		$690K Sell
5,050
-247
-5% -$15.4K 0.04% 107
2026
Q1 		$313K Sell
5,297
-3,262
-38% -$217K 0.02% 132
2025
Q4 		$404K Buy
8,559
+2,864
+50% +$250K 0.03% 99
2025
Q3 		$568K Buy
5,695
+3,349
+143% +$335K 0.04% 106
2025
Q2 		$913K Sell
2,346
-5,573
-70% -$480K 0.07% 87
2025
Q1 		$570K Buy
7,919
+2,530
+47% +$206K 0.05% 97
2024
Q4 		$440K Buy
5,389
+1,364
+34% +$98.9K 0.03% 118
2024
Q3 		$224K Buy
4,025
+923
+30% +$49.2K 0.02% 122
2024
Q2 		$163K Buy
3,102
+775
+33% +$44.4K 0.01% 141
2024
Q1 		$144K Buy
+2,327
New +$111K 0.01% 159

Other funds holding FBTC

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Atlas Wealth Partners
Atlas Wealth Partners Wyomissing, Pennsylvania $97.1M AUM 14.23% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Vestor Capital's FBTC Position: Q3 2026 in Review

Vestor Capital increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 4,835% in Q3 2026, buying an estimated $15.1M and bringing the position to 249,237 shares worth $84.9M. The position accounts for 5.25% of the portfolio, ranked #3.

Vestor Capital first reported a position in FBTC in Q1 2024 and has held it in 11 quarters since. 345 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Vestor Capital held 249,237 shares of Fidelity Wise Origin Bitcoin Fund worth $84.9M as of Q3 2026.
  • Vestor Capital bought 244,187 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $15.1M.
  • Fidelity Wise Origin Bitcoin Fund made up 5.25% of Vestor Capital's portfolio in Q3 2026, its #3 holding.
  • Vestor Capital first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 11 quarters since.
  • 345 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Vestor Capital's 13F filing for Q3 2026, filed 3 Nov 2026.