CFC Planning Company’s Freedom Holding FRHC Stock Holding History

CFC Planning Company’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
2025 Q4	–	Sell	-1,190	Closed	-$205K	–	86
2025 Q3	$205K	Buy	+1,190	New	+$201K	0.17%	81

Other funds holding FRHC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CFC Planning Company's FRHC Position: Q4 2025 in Review

CFC Planning Company sold out of Freedom Holding (FRHC) in Q4 2025, closing a stake of 1,190 shares — an estimated $205K sold.

CFC Planning Company first reported a position in FRHC in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 121 funds tracked by Wall St. Rank hold FRHC as of Q4 2025.

CFC Planning Company reported no remaining Freedom Holding position as of Q4 2025 after selling out during the quarter.
CFC Planning Company sold 1,190 Freedom Holding shares in Q4 2025, an estimated $205K.
CFC Planning Company first reported a position in Freedom Holding in Q3 2025 and held it in 1 quarter.
CFC Planning Company's Freedom Holding position peaked at $205K in Q3 2025.
121 funds tracked by Wall St. Rank held Freedom Holding as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.