Elevation Wealth Partners’s Freedom Holding FRHC Stock Holding History

Elevation Wealth Partners’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	$1.67K	Hold	10	–	–	﹤0.01%	1261
2026 Q2	$1.3K	Buy	+10	New	+$1.46K	﹤0.01%	1238

Other funds holding FRHC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Elevation Wealth Partners's FRHC Position: Q3 2026 in Review

Elevation Wealth Partners held its Freedom Holding (FRHC) position steady in Q3 2026 at 10 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Elevation Wealth Partners first reported a position in FRHC in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

Elevation Wealth Partners held 10 shares of Freedom Holding worth $1.67K as of Q3 2026.
Elevation Wealth Partners left its Freedom Holding share count unchanged in Q3 2026.
Freedom Holding made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1261 holding.
Elevation Wealth Partners first reported a position in Freedom Holding in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.