FFA
FLD

Farther Finance Advisors’s Fold Holdings FLD Stock Holding History

Farther Finance 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 		$4 Sell
8
-16
-67% -$17 ﹤0.01% 5951
2026
Q1 		$31 Buy
+24
New +$41 ﹤0.01% 5613

Other funds holding FLD

CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
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

Farther Finance Advisors's FLD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Fold Holdings (FLD) stake by 67% in Q2 2026, selling an estimated $17 and leaving 8 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #5951.

Farther Finance Advisors first reported a position in FLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $31 in Q1 2026. 7 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • Farther Finance Advisors held 8 shares of Fold Holdings worth $4 as of Q2 2026.
  • Farther Finance Advisors sold 16 Fold Holdings shares in Q2 2026, an estimated $17.
  • Fold Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5951 holding.
  • Farther Finance Advisors first reported a position in Fold Holdings in Q1 2026 and has held it in 2 quarters since.
  • Farther Finance Advisors's Fold Holdings position peaked at $31 in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.