CWP
SLDE

Cyndeo Wealth Partners’s Slide Insurance Holdings SLDE Stock Holding History

Cyndeo Wealth Partners’s Portfolio SLDE Stock Details SLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$769K Hold
39,677
– – 0.04% 289
2026
Q1 		$714K Sell
39,677
-75,039
-65% -$1.31M 0.04% 275
2025
Q4 		$2.23M Buy
+114,716
New +$1.91M 0.12% 158

Other funds holding SLDE

FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Cyndeo Wealth Partners's SLDE Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Slide Insurance Holdings (SLDE) position steady in Q2 2026 at 39,677 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #289.

Cyndeo Wealth Partners first reported a position in SLDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.23M in Q4 2025. 17 funds tracked by Wall St. Rank hold SLDE as of Q2 2026.

  • Cyndeo Wealth Partners held 39,677 shares of Slide Insurance Holdings worth $769K as of Q2 2026.
  • Cyndeo Wealth Partners left its Slide Insurance Holdings share count unchanged in Q2 2026.
  • Slide Insurance Holdings made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #289 holding.
  • Cyndeo Wealth Partners first reported a position in Slide Insurance Holdings in Q4 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's Slide Insurance Holdings position peaked at $2.23M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Slide Insurance Holdings as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.