Wealth Enhancement Advisory Services
FBYD icon

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBYD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Falcon's Beyond (FBYD) stake by 0.17% in Q2 2026, buying an estimated $1.22K and bringing the position to 51,118 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

Wealth Enhancement Advisory Services first reported a position in FBYD in Q4 2023 and has held it in 11 quarters since. 56 funds tracked by Wall St. Rank hold FBYD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 51,118 shares of Falcon's Beyond worth $753K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 86 Falcon's Beyond shares in Q2 2026, an estimated $1.22K.
  • Falcon's Beyond made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2312 holding.
  • Wealth Enhancement Advisory Services first reported a position in Falcon's Beyond in Q4 2023 and has held it in 11 quarters since.
  • 56 funds tracked by Wall St. Rank held Falcon's Beyond as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.