AF
FRHC icon

Allworth Financial’s Freedom Holding FRHC Stock Holding History

Allworth Financial’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
Q2 		$17.9K Sell
137
-22
-14% -$3.2K ﹤0.01% 3295
2026
Q1 		$23K Buy
159
+132
+489% +$16.9K ﹤0.01% 2890
2025
Q4 		$3.29K Sell
27
-23
-46% -$3.34K ﹤0.01% 3929
2025
Q3 		$8.61K Buy
50
+19
+61% +$3.21K ﹤0.01% 3235
2025
Q2 		$4.53K Hold
31
– – ﹤0.01% 3313
2025
Q1 		$4.42K Buy
31
+12
+63% +$1.68K ﹤0.01% 2831
2024
Q4 		$2.63K Buy
19
+1
+6% +$115 ﹤0.01% 3050
2024
Q3 		$1.71K Hold
18
– – ﹤0.01% 3026
2024
Q2 		$1.44K Sell
18
-5
-22% -$363 ﹤0.01% 3042
2024
Q1 		$1.62K Buy
23
+2
+10% +$156 ﹤0.01% 2900
2023
Q4 		$1.69K Buy
21
+2
+11% +$163 ﹤0.01% 2748
2023
Q3 		$1.61K Hold
19
– – ﹤0.01% 2646
2023
Q2 		$1.54K Hold
19
– – ﹤0.01% 2588
2023
Q1 		$1.37K Buy
19
+5
+36% +$338 ﹤0.01% 2554
2022
Q4 		$815 Buy
14
+12
+600% +$689 ﹤0.01% 2533
2022
Q3 		$0 Buy
+2
New +$107 ﹤0.01% 2808

Other funds holding FRHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial's FRHC Position: Q2 2026 in Review

Allworth Financial reduced its Freedom Holding (FRHC) stake by 14% in Q2 2026, selling an estimated $3.2K and leaving 137 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3295.

Allworth Financial first reported a position in FRHC in Q3 2022 and has held it in 16 quarters since. The position peaked at $23K in Q1 2026. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

  • Allworth Financial held 137 shares of Freedom Holding worth $17.9K as of Q2 2026.
  • Allworth Financial sold 22 Freedom Holding shares in Q2 2026, an estimated $3.2K.
  • Freedom Holding made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3295 holding.
  • Allworth Financial first reported a position in Freedom Holding in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Freedom Holding position peaked at $23K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.