IA
FLD

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
Q2 		$5 Sell
11
-3
-21% -$3 ﹤0.01% 5112
2026
Q1 		$18 Buy
+14
New +$24 ﹤0.01% 4930

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors's FLD Position: Q2 2026 in Review

IFP Advisors reduced its Fold Holdings (FLD) stake by 21% in Q2 2026, selling an estimated $3 and leaving 11 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #5112.

IFP Advisors first reported a position in FLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $18 in Q1 2026. 7 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • IFP Advisors held 11 shares of Fold Holdings worth $5 as of Q2 2026.
  • IFP Advisors sold 3 Fold Holdings shares in Q2 2026, an estimated $3.
  • Fold Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5112 holding.
  • IFP Advisors first reported a position in Fold Holdings in Q1 2026 and has held it in 2 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 Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.