CoreCap Advisors
FRHC icon

CoreCap Advisors’s Freedom Holding FRHC Stock Holding History

CoreCap 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
Q3 		$91.2K Sell
545
-53
-9% -$8.5K ﹤0.01% 1135
2026
Q2 		$78K Buy
+598
New +$87K ﹤0.01% 1212
2022
Q1 		– Sell
-27
Closed -$2K – 1085
2021
Q4 		$2K Buy
+27
New +$1.82K ﹤0.01% 1948

Other funds holding FRHC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CoreCap Advisors's FRHC Position: Q3 2026 in Review

CoreCap Advisors reduced its Freedom Holding (FRHC) stake by 8.9% in Q3 2026, selling an estimated $8.5K and leaving 545 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

CoreCap Advisors first reported a position in FRHC in Q4 2021 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

  • CoreCap Advisors held 545 shares of Freedom Holding worth $91.2K as of Q3 2026.
  • CoreCap Advisors sold 53 Freedom Holding shares in Q3 2026, an estimated $8.5K.
  • Freedom Holding made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1135 holding.
  • CoreCap Advisors first reported a position in Freedom Holding in Q4 2021 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.