Superior Planning, LLC’s Freedom Holding FRHC Stock Holding History

Superior Planning, LLC’s Portfolio FRHC Stock Details FRHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.5K	Buy	+188	New	+$30.2K	0.01%	523

Other funds holding FRHC

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $189B AUM 37.1% 1-Year Est. Return

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Superior Planning, LLC's FRHC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Freedom Holding (FRHC) in Q3 2026: 188 shares worth $31.5K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

92 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

Superior Planning, LLC held 188 shares of Freedom Holding worth $31.5K as of Q3 2026.
Freedom Holding was a new Superior Planning, LLC position in Q3 2026.
Freedom Holding made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #523 holding.
92 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.