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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allworth Financial's FRHC Position: Q1 2026 in Review

Allworth Financial increased its Freedom Holding (FRHC) stake by 489% in Q1 2026, buying an estimated $16.9K and bringing the position to 159 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Allworth Financial first reported a position in FRHC in Q3 2022 and has held it in 15 quarters since. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • Allworth Financial held 159 shares of Freedom Holding worth $23K as of Q1 2026.
  • Allworth Financial bought 132 Freedom Holding shares in Q1 2026, an estimated $16.9K.
  • Freedom Holding made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2890 holding.
  • Allworth Financial first reported a position in Freedom Holding in Q3 2022 and has held it in 15 quarters since.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.