Vista Investment Partners II’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Vista Investment Partners II’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	$3.16M	Buy	61,819 +6,433	+12%	+$402K	1.24%	24
2026 Q1	$3.27M	Buy	55,386 +7,796	+16%	+$519K	1.47%	17
2025 Q4	$3.63M	Buy	47,590 +6,011	+14%	+$525K	1.56%	15
2025 Q3	$4.15M	Buy	41,579 +1,214	+3%	+$121K	1.94%	11
2025 Q2	$3.79M	Buy	40,365 +1,753	+5%	+$151K	1.83%	11
2025 Q1	$2.78M	Buy	38,612 +1,504	+4%	+$122K	1.54%	23
2024 Q4	$3.03M	Buy	+37,108	New	+$2.69M	1.79%	16

Other funds holding FBTC

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

LWAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Quarterback Toms River, New Jersey $324M AUM 38.14% 1-Year Est. Return

Vista Investment Partners II's FBTC Position: Q2 2026 in Review

Vista Investment Partners II increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 12% in Q2 2026, buying an estimated $402K and bringing the position to 61,819 shares worth $3.16M. The position accounts for 1.24% of the portfolio, ranked #24.

Vista Investment Partners II first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.15M in Q3 2025. 192 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Vista Investment Partners II held 61,819 shares of Fidelity Wise Origin Bitcoin Fund worth $3.16M as of Q2 2026.
Vista Investment Partners II bought 6,433 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $402K.
Fidelity Wise Origin Bitcoin Fund made up 1.24% of Vista Investment Partners II's portfolio in Q2 2026, its #24 holding.
Vista Investment Partners II first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Fidelity Wise Origin Bitcoin Fund position peaked at $4.15M in Q3 2025.
192 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.