Cornerstone Planning Group
FRHC icon

Cornerstone Planning Group’s Freedom Holding FRHC Stock Holding History

Cornerstone Planning Group’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 		– Sell
-2
Closed -$316 – 724
2026
Q2 		$316 Hold
2
– – ﹤0.01% 1775
2026
Q1 		$276 Buy
+2
New +$256 ﹤0.01% 1748

Other funds holding FRHC

Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Cornerstone Planning Group's FRHC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Freedom Holding (FRHC) in Q3 2026, closing a stake of 2 shares — an estimated $316 sold.

Cornerstone Planning Group first reported a position in FRHC in Q1 2026 and held it in 2 quarters. The position peaked at $316 in Q2 2026. 10 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Freedom Holding position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Freedom Holding shares in Q3 2026, an estimated $316.
  • Cornerstone Planning Group first reported a position in Freedom Holding in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Freedom Holding position peaked at $316 in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.