Wellspring Financial Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Wellspring Financial 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 Q2	$1.58M	Hold	30,956	–	–	0.1%	74
2026 Q1	$1.83M	Buy	30,956 +8,064	+35%	+$536K	0.14%	61
2025 Q4	$1.75M	Buy	22,892 +52	+0.2%	+$4.54K	0.14%	56
2025 Q3	$2.28M	Buy	22,840 +1,407	+7%	+$141K	0.21%	43
2025 Q2	$2.01M	Buy	21,433 +7,970	+59%	+$686K	0.2%	41
2025 Q1	$969K	Hold	13,463	–	–	0.11%	59
2024 Q4	$1.1M	Sell	13,463 -1,300	-9%	-$94.3K	0.11%	57
2024 Q3	$820K	Hold	14,763	–	–	0.1%	65
2024 Q2	$774K	Buy	+14,763	New	+$846K	0.11%	64

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

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

BHWM

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

Wellspring Financial Advisors's FBTC Position: Q2 2026 in Review

Wellspring Financial Advisors held its Fidelity Wise Origin Bitcoin Fund (FBTC) position steady in Q2 2026 at 30,956 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #74.

Wellspring Financial Advisors first reported a position in FBTC in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.28M in Q3 2025. 178 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Wellspring Financial Advisors held 30,956 shares of Fidelity Wise Origin Bitcoin Fund worth $1.58M as of Q2 2026.
Wellspring Financial Advisors left its Fidelity Wise Origin Bitcoin Fund share count unchanged in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #74 holding.
Wellspring Financial Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and has held it in 9 quarters since.
Wellspring Financial Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $2.28M in Q3 2025.
178 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.