IFP Advisors’s Fold Holdings FLD Stock Holding History

IFP 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 Q3	$1	Sell	2 -9	-82%	-$4	﹤0.01%	5226
2026 Q2	$5	Sell	11 -3	-21%	-$3	﹤0.01%	5110
2026 Q1	$18	Buy	+14	New	+$24	﹤0.01%	4930

Other funds holding FLD

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

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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's FLD Position: Q3 2026 in Review

IFP Advisors reduced its Fold Holdings (FLD) stake by 82% in Q3 2026, selling an estimated $4 and leaving 2 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #5226.

IFP Advisors first reported a position in FLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $18 in Q1 2026. 7 funds tracked by Wall St. Rank hold FLD as of Q3 2026.

IFP Advisors held 2 shares of Fold Holdings worth $1 as of Q3 2026.
IFP Advisors sold 9 Fold Holdings shares in Q3 2026, an estimated $4.
Fold Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5226 holding.
IFP Advisors first reported a position in Fold Holdings in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's Fold Holdings position peaked at $18 in Q1 2026.
7 funds tracked by Wall St. Rank held Fold Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.