EFA
FLD

Evernest Financial Advisors’s Fold Holdings FLD Stock Holding History

Evernest Financial Advisors’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
2025
Q4 		– Sell
-42,700
Closed -$165K – 212
2025
Q3 		$165K Buy
+42,700
New +$168K 0.05% 180

Other funds holding FLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evernest Financial Advisors's FLD Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Fold Holdings (FLD) in Q4 2025, closing a stake of 42,700 shares — an estimated $165K sold.

Evernest Financial Advisors first reported a position in FLD in Q3 2025 and held it in 1 quarter. The position peaked at $165K in Q3 2025. 43 funds tracked by Wall St. Rank hold FLD as of Q4 2025.

  • Evernest Financial Advisors reported no remaining Fold Holdings position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 42,700 Fold Holdings shares in Q4 2025, an estimated $165K.
  • Evernest Financial Advisors first reported a position in Fold Holdings in Q3 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's Fold Holdings position peaked at $165K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Fold Holdings as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.