SFGP
FLD

Stonebridge Financial Group (Pennsylvania)’s Fold Holdings FLD Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-81
Closed -$502 – 997
2025
Q1 		$502 Buy
+81
New +$556 ﹤0.01% 860

Other funds holding FLD

BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMC
Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FLD Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Fold Holdings (FLD) in Q2 2025, closing a stake of 81 shares — an estimated $502 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FLD in Q1 2025 and held it in 1 quarter. The position peaked at $502 in Q1 2025. 29 funds tracked by Wall St. Rank hold FLD as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Fold Holdings position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 81 Fold Holdings shares in Q2 2025, an estimated $502.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Fold Holdings in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Fold Holdings position peaked at $502 in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Fold Holdings as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.