Bogart Wealth LLC’s Freedom Holding FRHC Stock Holding History

Bogart Wealth LLC’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	–	Sell	-8	Closed	-$1.16K	–	2041
2026 Q1	$1.16K	Buy	+8	New	+$1.02K	﹤0.01%	1408

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

Bogart Wealth LLC's FRHC Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Freedom Holding (FRHC) in Q2 2026, closing a stake of 8 shares — an estimated $1.16K sold.

Bogart Wealth LLC first reported a position in FRHC in Q1 2026 and held it in 1 quarter. The position peaked at $1.16K in Q1 2026. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

Bogart Wealth LLC reported no remaining Freedom Holding position as of Q2 2026 after selling out during the quarter.
Bogart Wealth LLC sold 8 Freedom Holding shares in Q2 2026, an estimated $1.16K.
Bogart Wealth LLC first reported a position in Freedom Holding in Q1 2026 and held it in 1 quarter.
Bogart Wealth LLC's Freedom Holding position peaked at $1.16K in Q1 2026.
147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.