IWC
FLD

Integrated Wealth Concepts’s Fold Holdings FLD Stock Holding History

Integrated Wealth Concepts’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 		$1.52K Buy
+3,349
New +$3.61K ﹤0.01% 5433

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

Integrated Wealth Concepts's FLD Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fold Holdings (FLD) in Q2 2026: 3,349 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #5433 among its holdings.

51 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • Integrated Wealth Concepts held 3,349 shares of Fold Holdings worth $1.52K as of Q2 2026.
  • Fold Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Fold Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5433 holding.
  • 51 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.