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Chokshi & Queen Wealth Advisors’s Falcon's Beyond FBYD Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio FBYD Stock Details FBYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,814
Closed -$152K – 65
2026
Q1 		$152K Hold
10,814
– – 0.08% 63
2025
Q4 		$162K Buy
+10,814
New +$150K 0.08% 46

Other funds holding FBYD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's FBYD Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of Falcon's Beyond (FBYD) in Q2 2026, closing a stake of 10,814 shares — an estimated $152K sold.

Chokshi & Queen Wealth Advisors first reported a position in FBYD in Q4 2025 and held it in 2 quarters. The position peaked at $162K in Q4 2025. 57 funds tracked by Wall St. Rank hold FBYD as of Q2 2026.

  • Chokshi & Queen Wealth Advisors reported no remaining Falcon's Beyond position as of Q2 2026 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 10,814 Falcon's Beyond shares in Q2 2026, an estimated $152K.
  • Chokshi & Queen Wealth Advisors first reported a position in Falcon's Beyond in Q4 2025 and held it in 2 quarters.
  • Chokshi & Queen Wealth Advisors's Falcon's Beyond position peaked at $162K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Falcon's Beyond as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.