Wealth Enhancement Advisory Services’s Falcon's Beyond FBYD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FBYD Stock Details FBYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$682K	Buy	77,404 +26,286	+51%	+$269K	﹤0.01%	2511
2026 Q2	$753K	Buy	51,118 +86	+0.2%	+$1.22K	﹤0.01%	2312
2026 Q1	$576K	Buy	51,032 +293	+0.6%	+$2.12K	﹤0.01%	2204
2025 Q4	$712K	Hold	50,739	–	–	﹤0.01%	2203
2025 Q3	$645K	Buy	50,739 +9,082	+22%	+$72.7K	﹤0.01%	2156
2025 Q2	$240K	Hold	41,657	–	–	﹤0.01%	2838
2025 Q1	$363K	Buy	41,657 +24,816	+147%	+$172K	﹤0.01%	2291
2024 Q4	$135K	Sell	16,841 -1	-0%	-$8	﹤0.01%	2758
2024 Q3	$139K	Hold	16,842	–	–	﹤0.01%	2503
2024 Q2	$147K	Hold	16,842	–	–	﹤0.01%	2349
2024 Q1	$144K	Hold	16,842	–	–	﹤0.01%	2252
2023 Q4	$173K	Buy	+16,842	New	+$189K	﹤0.01%	2113

Other funds holding FBYD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBYD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Falcon's Beyond (FBYD) stake by 51% in Q3 2026, buying an estimated $269K and bringing the position to 77,404 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

Wealth Enhancement Advisory Services first reported a position in FBYD in Q4 2023 and has held it in 12 quarters since. The position peaked at $753K in Q2 2026. 47 funds tracked by Wall St. Rank hold FBYD as of Q3 2026.

Wealth Enhancement Advisory Services held 77,404 shares of Falcon's Beyond worth $682K as of Q3 2026.
Wealth Enhancement Advisory Services bought 26,286 Falcon's Beyond shares in Q3 2026, an estimated $269K.
Falcon's Beyond made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2511 holding.
Wealth Enhancement Advisory Services first reported a position in Falcon's Beyond in Q4 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Falcon's Beyond position peaked at $753K in Q2 2026.
47 funds tracked by Wall St. Rank held Falcon's Beyond as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.