Vista Finance’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Vista Finance’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	$1.39M	Sell	27,288 -700	-3%	-$43.7K	0.78%	15
2026 Q1	$1.65M	Buy	27,988 +1,742	+7%	+$116K	1.31%	10
2025 Q4	$2M	Sell	26,246 -4,450	-14%	-$388K	1.32%	10
2025 Q3	$3.06M	Buy	30,696 +24,565	+401%	+$2.45M	2.03%	9
2025 Q2	$576K	Buy	6,131 +2,680	+78%	+$231K	0.5%	20
2025 Q1	$248K	Buy	3,451 +966	+39%	+$78.6K	0.22%	47
2024 Q4	$203K	Buy	+2,485	New	+$180K	0.21%	54

Other funds holding FBTC

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Vista Finance's FBTC Position: Q2 2026 in Review

Vista Finance reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 2.5% in Q2 2026, selling an estimated $43.7K and leaving 27,288 shares worth $1.39M. The position accounts for 0.78% of the portfolio, ranked #15.

Vista Finance first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.06M in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Vista Finance held 27,288 shares of Fidelity Wise Origin Bitcoin Fund worth $1.39M as of Q2 2026.
Vista Finance sold 700 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $43.7K.
Fidelity Wise Origin Bitcoin Fund made up 0.78% of Vista Finance's portfolio in Q2 2026, its #15 holding.
Vista Finance first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Vista Finance's Fidelity Wise Origin Bitcoin Fund position peaked at $3.06M in Q3 2025.
88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.