Cypress Point Wealth Management
FLD icon

Cypress Point Wealth Management’s Fold Holdings FLD Stock Holding History

Cypress Point Wealth Management’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
Q3 		$28.5K Hold
53,604
– – ﹤0.01% 170
2026
Q2 		$24.3K Hold
53,604
– – ﹤0.01% 142
2026
Q1 		$70.8K Sell
53,604
-900
-2% -$1.55K 0.02% 119
2025
Q4 		$142K Hold
54,504
– – 0.03% 89
2025
Q3 		$210K Buy
+54,504
New +$214K 0.04% 80

Other funds holding FLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Cypress Point Wealth Management's FLD Position: Q3 2026 in Review

Cypress Point Wealth Management held its Fold Holdings (FLD) position steady in Q3 2026 at 53,604 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Cypress Point Wealth Management first reported a position in FLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $210K in Q3 2025. 19 funds tracked by Wall St. Rank hold FLD as of Q3 2026.

  • Cypress Point Wealth Management held 53,604 shares of Fold Holdings worth $28.5K as of Q3 2026.
  • Cypress Point Wealth Management left its Fold Holdings share count unchanged in Q3 2026.
  • Fold Holdings made up ﹤0.01% of Cypress Point Wealth Management's portfolio in Q3 2026, its #170 holding.
  • Cypress Point Wealth Management first reported a position in Fold Holdings in Q3 2025 and has held it in 5 quarters since.
  • Cypress Point Wealth Management's Fold Holdings position peaked at $210K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.