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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning's FRHC Position: Q1 2026 in Review

Creative Planning opened a new position in Freedom Holding (FRHC) in Q1 2026: 7,601 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #2376 among its holdings. This is a return to the name: Creative Planning previously reported a position in FRHC as recently as Q3 2025.

Creative Planning first reported a position in FRHC in Q3 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • Creative Planning held 7,601 shares of Freedom Holding worth $1.1M as of Q1 2026.
  • Freedom Holding was a new Creative Planning position in Q1 2026.
  • Freedom Holding made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2376 holding.
  • Creative Planning first reported a position in Freedom Holding in Q3 2025 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.