Creative Planning
FRHC icon

Creative Planning’s Freedom Holding FRHC Stock Holding History

Creative Planning’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 		$803K Sell
6,158
-1,443
-19% -$210K ﹤0.01% 2827
2026
Q1 		$1.1M Buy
+7,601
New +$974K ﹤0.01% 2376
2025
Q4 		– Sell
-1,303
Closed -$224K – 3974
2025
Q3 		$224K Buy
+1,303
New +$220K ﹤0.01% 3375

Other funds holding FRHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's FRHC Position: Q2 2026 in Review

Creative Planning reduced its Freedom Holding (FRHC) stake by 19% in Q2 2026, selling an estimated $210K and leaving 6,158 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Creative Planning first reported a position in FRHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

  • Creative Planning held 6,158 shares of Freedom Holding worth $803K as of Q2 2026.
  • Creative Planning sold 1,443 Freedom Holding shares in Q2 2026, an estimated $210K.
  • Freedom Holding made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2827 holding.
  • Creative Planning first reported a position in Freedom Holding in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's Freedom Holding position peaked at $1.1M in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.