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Blue Trust Inc’s Freedom Holding FRHC Stock Holding History

Blue Trust Inc’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 		– Sell
-3
Closed -$365 – 2577
2025
Q4 		$365 Buy
+3
New +$435 ﹤0.01% 2434
2024
Q4 		– Sell
-146
Closed -$11K – 2625
2024
Q3 		$11K Buy
146
+117
+403% +$10.2K ﹤0.01% 2154
2024
Q2 		$2.05K Buy
+29
New +$2.1K ﹤0.01% 2440
2024
Q1 		– Sell
-25
Closed -$2K – 2384
2023
Q4 		$2K Buy
+25
New +$2.04K ﹤0.01% 2139
2023
Q1 		– Sell
-9
Closed – – 2422
2022
Q4 		$0 Buy
9
+4
+80% +$230 ﹤0.01% 2317
2022
Q3 		$0 Buy
+5
New +$268 ﹤0.01% 2169

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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

Blue Trust Inc's FRHC Position: Q1 2026 in Review

Blue Trust Inc sold out of Freedom Holding (FRHC) in Q1 2026, closing a stake of 3 shares — an estimated $365 sold.

Blue Trust Inc first reported a position in FRHC in Q3 2022 and held it in 6 quarters. The position peaked at $11K in Q3 2024. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • Blue Trust Inc reported no remaining Freedom Holding position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 3 Freedom Holding shares in Q1 2026, an estimated $365.
  • Blue Trust Inc first reported a position in Freedom Holding in Q3 2022 and held it in 6 quarters.
  • Blue Trust Inc's Freedom Holding position peaked at $11K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.