EWA
FLD

EverSource Wealth Advisors’s Fold Holdings FLD Stock Holding History

EverSource Wealth 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
2026
Q2 		$225 Buy
497
+286
+136% +$309 ﹤0.01% 4239
2026
Q1 		$279 Buy
+211
New +$364 ﹤0.01% 4162

Other funds holding FLD

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $278M AUM 50.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's FLD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Fold Holdings (FLD) stake by 136% in Q2 2026, buying an estimated $309 and bringing the position to 497 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

EverSource Wealth Advisors first reported a position in FLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $279 in Q1 2026. 51 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • EverSource Wealth Advisors held 497 shares of Fold Holdings worth $225 as of Q2 2026.
  • EverSource Wealth Advisors bought 286 Fold Holdings shares in Q2 2026, an estimated $309.
  • Fold Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4239 holding.
  • EverSource Wealth Advisors first reported a position in Fold Holdings in Q1 2026 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Fold Holdings position peaked at $279 in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.