CPWM
FLD

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
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

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Point Wealth Management's FLD Position: Q2 2026 in Review

Cypress Point Wealth Management held its Fold Holdings (FLD) position steady in Q2 2026 at 53,604 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Cypress Point Wealth Management first reported a position in FLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $210K in Q3 2025. 7 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • Cypress Point Wealth Management held 53,604 shares of Fold Holdings worth $24.3K as of Q2 2026.
  • Cypress Point Wealth Management left its Fold Holdings share count unchanged in Q2 2026.
  • Fold Holdings made up ﹤0.01% of Cypress Point Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Cypress Point Wealth Management first reported a position in Fold Holdings in Q3 2025 and has held it in 4 quarters since.
  • Cypress Point Wealth Management's Fold Holdings position peaked at $210K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.