Charles Schwab
FLD

Charles Schwab’s Fold Holdings FLD Stock Holding History

Charles Schwab’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
Q1 		$20.8K Hold
15,777
– – ﹤0.01% 3452
2025
Q4 		$41.2K Buy
+15,777
New +$52.2K ﹤0.01% 3432

Other funds holding FLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Charles Schwab's FLD Position: Q1 2026 in Review

Charles Schwab held its Fold Holdings (FLD) position steady in Q1 2026 at 15,777 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Charles Schwab first reported a position in FLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $41.2K in Q4 2025. 55 funds tracked by Wall St. Rank hold FLD as of Q1 2026.

  • Charles Schwab held 15,777 shares of Fold Holdings worth $20.8K as of Q1 2026.
  • Charles Schwab left its Fold Holdings share count unchanged in Q1 2026.
  • Fold Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #3452 holding.
  • Charles Schwab first reported a position in Fold Holdings in Q4 2025 and has held it in 2 quarters since.
  • Charles Schwab's Fold Holdings position peaked at $41.2K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Fold Holdings as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.