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

Visionary 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 		$212K Sell
3,586
-14
-0.4% -$931 0.01% 605
2025
Q4 		$274K Hold
3,600
– – 0.01% 515
2025
Q3 		$359K Buy
3,600
+856
+31% +$85.5K 0.02% 454
2025
Q2 		$258K Buy
+2,744
New +$236K 0.01% 494
2025
Q1 		– Sell
-2,744
Closed -$224K – 545
2024
Q4 		$224K Buy
+2,744
New +$199K 0.01% 498

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
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 $1.1B AUM 8.96% 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

Visionary Wealth Advisors's FBTC Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 0.39% in Q1 2026, selling an estimated $931 and leaving 3,586 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #605.

Visionary Wealth Advisors first reported a position in FBTC in Q4 2024 and has held it in 5 quarters since. The position peaked at $359K in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Visionary Wealth Advisors held 3,586 shares of Fidelity Wise Origin Bitcoin Fund worth $212K as of Q1 2026.
  • Visionary Wealth Advisors sold 14 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $931.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #605 holding.
  • Visionary Wealth Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $359K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.