EP
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Essential Partners’s Fold Holdings FLD Stock Holding History

Essential Partners’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 		$23 Sell
43
-31
-42% -$15 ﹤0.01% 2815
2026
Q2 		$34 Sell
74
-688
-90% -$742 ﹤0.01% 2812
2026
Q1 		$1.01K Buy
+762
New +$1.32K ﹤0.01% 2247

Other funds holding FLD

AA
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's FLD Position: Q3 2026 in Review

Essential Partners reduced its Fold Holdings (FLD) stake by 42% in Q3 2026, selling an estimated $15 and leaving 43 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Essential Partners first reported a position in FLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.01K in Q1 2026. 6 funds tracked by Wall St. Rank hold FLD as of Q3 2026.

  • Essential Partners held 43 shares of Fold Holdings worth $23 as of Q3 2026.
  • Essential Partners sold 31 Fold Holdings shares in Q3 2026, an estimated $15.
  • Fold Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2815 holding.
  • Essential Partners first reported a position in Fold Holdings in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Fold Holdings position peaked at $1.01K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.