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BOLTON SECURITIES CORPORATION’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$68.3K Buy
940
+35
+4% +$2.17K ﹤0.01% 1239
2026
Q2 		$46.2K Sell
905
-175
-16% -$10.9K ﹤0.01% 1363
2026
Q1 		$63.8K Buy
+1,080
New +$71.8K ﹤0.01% 1166
2025
Q3 		$94.8K Buy
+950
New +$94.9K ﹤0.01% 982
2025
Q1 		$117K Buy
+1,620
New +$132K 0.01% 825

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Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return
Vestor Capital
Vestor Capital Chicago, Illinois $1.62B AUM 33.15% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
United Capital Management of KS
United Capital Management of KS Salina, Kansas $763M AUM 47.7% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Kaleidoscope Capital
Kaleidoscope Capital Boston, Massachusetts $381M AUM 12.32% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Means Investment Company
Means Investment Company Bangor, Maine $1.38B AUM 19.17% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FBTC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 3.9% in Q3 2026, buying an estimated $2.17K and bringing the position to 940 shares worth $68.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

BOLTON SECURITIES CORPORATION first reported a position in FBTC in Q1 2025 and has held it in 5 quarters since. The position peaked at $117K in Q1 2025. 491 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 940 shares of Fidelity Wise Origin Bitcoin Fund worth $68.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 35 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $2.17K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1239 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Fidelity Wise Origin Bitcoin Fund position peaked at $117K in Q1 2025.
  • 491 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.