CX Institutional
FRHC icon

CX Institutional’s Freedom Holding FRHC Stock Holding History

CX Institutional’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 		$19K Buy
112
+2
+2% +$321 ﹤0.01% 1244
2026
Q2 		$14K Buy
110
+1
+0.9% +$146 ﹤0.01% 1243
2026
Q1 		$16K Buy
+109
New +$14K ﹤0.01% 1180

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
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

CX Institutional's FRHC Position: Q3 2026 in Review

CX Institutional increased its Freedom Holding (FRHC) stake by 1.8% in Q3 2026, buying an estimated $321 and bringing the position to 112 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

CX Institutional first reported a position in FRHC in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

  • CX Institutional held 112 shares of Freedom Holding worth $19K as of Q3 2026.
  • CX Institutional bought 2 Freedom Holding shares in Q3 2026, an estimated $321.
  • Freedom Holding made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1244 holding.
  • CX Institutional first reported a position in Freedom Holding in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.