Corient Private Wealth’s Friedman Industries FRD Stock Holding History

Corient Private Wealth’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$465K	Sell	26,257 -26,257	-50%	-$497K	﹤0.01%	2071
2025 Q4	$1.08M	Buy	52,514 +26,257	+100%	+$539K	﹤0.01%	1843
2025 Q3	$575K	Hold	26,257	–	–	﹤0.01%	1717
2025 Q2	$435K	Hold	26,257	–	–	﹤0.01%	1778
2025 Q1	$391K	Hold	26,257	–	–	﹤0.01%	1722
2024 Q4	$401K	Buy	+26,257	New	+$400K	﹤0.01%	1731
2024 Q3	–	Sell	-20,257	Closed	-$306K	–	2499
2024 Q2	$306K	Buy	20,257 +2,000	+11%	+$36K	﹤0.01%	1897
2024 Q1	$342K	Hold	18,257	–	–	﹤0.01%	1823
2023 Q4	$282K	Hold	18,257	–	–	﹤0.01%	1891
2023 Q3	$245K	Buy	18,257 +4,000	+28%	+$58.2K	﹤0.01%	1835
2023 Q2	$180K	Hold	14,257	–	–	﹤0.01%	1895
2023 Q1	$162K	Buy	+14,257	New	+$160K	﹤0.01%	1826

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

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

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Corient Private Wealth's FRD Position: Q1 2026 in Review

Corient Private Wealth reduced its Friedman Industries (FRD) stake by 50% in Q1 2026, selling an estimated $497K and leaving 26,257 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Corient Private Wealth first reported a position in FRD in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2025. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

Corient Private Wealth held 26,257 shares of Friedman Industries worth $465K as of Q1 2026.
Corient Private Wealth sold 26,257 Friedman Industries shares in Q1 2026, an estimated $497K.
Friedman Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2071 holding.
Corient Private Wealth first reported a position in Friedman Industries in Q1 2023 and has held it in 12 quarters since.
Corient Private Wealth's Friedman Industries position peaked at $1.08M in Q4 2025.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.