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

Wealth Quarterback’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	$8.73M	Buy	120,201 +9,778	+9%	+$606K	2.66%	8
2026 Q2	$5.64M	Buy	110,423 +6,818	+7%	+$426K	1.74%	12
2026 Q1	$6.12M	Buy	103,605 +92,000	+793%	+$6.12M	2.41%	10
2025 Q4	$885K	Buy	11,605 +99	+0.9%	+$8.64K	0.32%	56
2025 Q3	$1.15M	Buy	11,506 +1,000	+10%	+$100K	0.44%	45
2025 Q2	$987K	Buy	10,506 +1,660	+19%	+$143K	0.47%	52
2025 Q1	$637K	Buy	8,846 +1,942	+28%	+$158K	0.36%	69
2024 Q4	$563K	Buy	6,904 +1,805	+35%	+$131K	0.26%	63
2024 Q3	$283K	Buy	5,099 +14	+0.3%	+$746	0.15%	100
2024 Q2	$267K	Buy	+5,085	New	+$292K	0.15%	93

Other funds holding FBTC

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Quarterback's FBTC Position: Q3 2026 in Review

Wealth Quarterback increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 8.9% in Q3 2026, buying an estimated $606K and bringing the position to 120,201 shares worth $8.73M. The position accounts for 2.66% of the portfolio, ranked #8.

Wealth Quarterback first reported a position in FBTC in Q2 2024 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

Wealth Quarterback held 120,201 shares of Fidelity Wise Origin Bitcoin Fund worth $8.73M as of Q3 2026.
Wealth Quarterback bought 9,778 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $606K.
Fidelity Wise Origin Bitcoin Fund made up 2.66% of Wealth Quarterback's portfolio in Q3 2026, its #8 holding.
Wealth Quarterback first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 10 quarters since.
182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.