RFP
FLD

Root Financial Partners’s Fold Holdings FLD Stock Holding History

Root Financial Partners’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
Q1 		$57 Buy
+43
New +$74 ﹤0.01% 3365

Other funds holding FLD

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Root Financial Partners's FLD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Fold Holdings (FLD) in Q1 2026: 43 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #3365 among its holdings.

55 funds tracked by Wall St. Rank hold FLD as of Q1 2026.

  • Root Financial Partners held 43 shares of Fold Holdings worth $57 as of Q1 2026.
  • Fold Holdings was a new Root Financial Partners position in Q1 2026.
  • Fold Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3365 holding.
  • 55 funds tracked by Wall St. Rank held Fold Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.