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YHB Investment Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

YHB Investment 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 		– Sell
-3,697
Closed -$218K – 319
2026
Q1 		$218K Buy
3,697
+122
+3% +$8.12K 0.02% 288
2025
Q4 		$273K Buy
3,575
+148
+4% +$12.9K 0.02% 272
2025
Q3 		$342K Buy
3,427
+316
+10% +$31.6K 0.03% 240
2025
Q2 		$292K Buy
+3,111
New +$268K 0.02% 256

Other funds holding FBTC

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

YHB Investment Advisors's FBTC Position: Q2 2026 in Review

YHB Investment Advisors sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026, closing a stake of 3,697 shares — an estimated $218K sold.

YHB Investment Advisors first reported a position in FBTC in Q2 2025 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 88 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • YHB Investment Advisors reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q2 2026 after selling out during the quarter.
  • YHB Investment Advisors sold 3,697 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $218K.
  • YHB Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 4 quarters.
  • YHB Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $342K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.