Bailard’s Friedman Industries FRD Stock Holding History

Bailard’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,324	Closed	-$273K	–	774
2025 Q4	$273K	Buy	13,324 +624	+5%	+$12.8K	0.01%	604
2025 Q3	$278K	Buy	+12,700	New	+$233K	0.01%	634

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bailard's FRD Position: Q1 2026 in Review

Bailard sold out of Friedman Industries (FRD) in Q1 2026, closing a stake of 13,324 shares — an estimated $273K sold.

Bailard first reported a position in FRD in Q3 2025 and held it in 2 quarters. The position peaked at $278K in Q3 2025. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

Bailard reported no remaining Friedman Industries position as of Q1 2026 after selling out during the quarter.
Bailard sold 13,324 Friedman Industries shares in Q1 2026, an estimated $273K.
Bailard first reported a position in Friedman Industries in Q3 2025 and held it in 2 quarters.
Bailard's Friedman Industries position peaked at $278K in Q3 2025.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.