Bell Investment Advisors’s Freedom Holding FRHC Stock Holding History

Bell Investment Advisors’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	$653	Hold	5	–	–	﹤0.01%	1647
2026 Q1	$725	Sell	5 -6	-55%	-$769	﹤0.01%	1626
2025 Q4	$1.34K	Sell	11 -5	-31%	-$725	﹤0.01%	1478
2025 Q3	$2.75K	Hold	16	–	–	﹤0.01%	1200
2025 Q2	$2.34K	Buy	16 +3	+23%	+$443	﹤0.01%	1315
2025 Q1	$1.72K	Hold	13	–	–	﹤0.01%	1360
2024 Q4	$1.7K	Buy	13 +8	+160%	+$919	﹤0.01%	1391
2024 Q3	$474	Buy	+5	New	+$435	﹤0.01%	1793
2023 Q4	–	Sell	-22	Closed	-$1.86K	–	1948
2023 Q3	$1.86K	Buy	22 +4	+22%	+$339	﹤0.01%	1312
2023 Q2	$1.46K	Buy	+18	New	+$1.42K	﹤0.01%	1448

Other funds holding FRHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bell Investment Advisors's FRHC Position: Q2 2026 in Review

Bell Investment Advisors held its Freedom Holding (FRHC) position steady in Q2 2026 at 5 shares worth $653. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Bell Investment Advisors first reported a position in FRHC in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.75K in Q3 2025. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

Bell Investment Advisors held 5 shares of Freedom Holding worth $653 as of Q2 2026.
Bell Investment Advisors left its Freedom Holding share count unchanged in Q2 2026.
Freedom Holding made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1647 holding.
Bell Investment Advisors first reported a position in Freedom Holding in Q2 2023 and has held it in 10 quarters since.
Bell Investment Advisors's Freedom Holding position peaked at $2.75K in Q3 2025.
147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.