SS
FLD

SBI Securities’s Fold Holdings FLD Stock Holding History

SBI Securities’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 		$109 Buy
241
+120
+99% +$129 ﹤0.01% 3489
2026
Q1 		$160 Buy
121
+8
+7% +$14 ﹤0.01% 3295
2025
Q4 		$295 Sell
113
-2
-2% -$7 ﹤0.01% 3076
2025
Q3 		$444 Sell
115
-31
-21% -$122 ﹤0.01% 3020
2025
Q2 		$618 Buy
146
+135
+1,227% +$579 ﹤0.01% 2880
2025
Q1 		$68 Buy
+11
New +$75 ﹤0.01% 3567

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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SBI Securities's FLD Position: Q2 2026 in Review

SBI Securities increased its Fold Holdings (FLD) stake by 99% in Q2 2026, buying an estimated $129 and bringing the position to 241 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

SBI Securities first reported a position in FLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $618 in Q2 2025. 10 funds tracked by Wall St. Rank hold FLD as of Q2 2026.

  • SBI Securities held 241 shares of Fold Holdings worth $109 as of Q2 2026.
  • SBI Securities bought 120 Fold Holdings shares in Q2 2026, an estimated $129.
  • Fold Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3489 holding.
  • SBI Securities first reported a position in Fold Holdings in Q1 2025 and has held it in 6 quarters since.
  • SBI Securities's Fold Holdings position peaked at $618 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.