AHL
FLD

Abel Hall LLC’s Fold Holdings FLD Stock Holding History

Abel Hall LLC’s Portfolio FLD Stock Details FLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23,764
Closed -$31.4K – 1090
2026
Q1 		$31.4K Buy
+23,764
New +$41K 0.01% 773

Other funds holding FLD

CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abel Hall LLC's FLD Position: Q2 2026 in Review

Abel Hall LLC sold out of Fold Holdings (FLD) in Q2 2026, closing a stake of 23,764 shares — an estimated $31.4K sold.

Abel Hall LLC first reported a position in FLD in Q1 2026 and held it in 1 quarter. The position peaked at $31.4K in Q1 2026. 11 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • Abel Hall LLC reported no remaining Fold Holdings position as of Q2 2026 after selling out during the quarter.
  • Abel Hall LLC sold 23,764 Fold Holdings shares in Q2 2026, an estimated $31.4K.
  • Abel Hall LLC first reported a position in Fold Holdings in Q1 2026 and held it in 1 quarter.
  • Abel Hall LLC's Fold Holdings position peaked at $31.4K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.