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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AFA
AllGen Financial Advisors Orlando, Florida $458M AUM 16.05% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's FBYD Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its Falcon's Beyond (FBYD) position steady in Q1 2026 at 10,814 shares worth $152K. The position accounts for 0.08% of the portfolio, ranked #63.

Chokshi & Queen Wealth Advisors first reported a position in FBYD in Q4 2025 and has held it in 2 quarters since. The position peaked at $162K in Q4 2025. 60 funds tracked by Wall St. Rank hold FBYD as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 10,814 shares of Falcon's Beyond worth $152K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors left its Falcon's Beyond share count unchanged in Q1 2026.
  • Falcon's Beyond made up 0.08% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Falcon's Beyond in Q4 2025 and has held it in 2 quarters since.
  • Chokshi & Queen Wealth Advisors's Falcon's Beyond position peaked at $162K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Falcon's Beyond as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.