Essential Partners’s Freedom Holding FRHC Stock Holding History

Essential 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
2025 Q4	–	Sell	-1	Closed	-$172	–	2822
2025 Q3	$172	Hold	1	–	–	﹤0.01%	2418
2025 Q2	$146	Buy	+1	New	+$148	﹤0.01%	2014

Other funds holding FRHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Essential Partners's FRHC Position: Q4 2025 in Review

Essential Partners sold out of Freedom Holding (FRHC) in Q4 2025, closing a stake of 1 share — an estimated $172 sold.

Essential Partners first reported a position in FRHC in Q2 2025 and held it in 2 quarters. The position peaked at $172 in Q3 2025. 121 funds tracked by Wall St. Rank hold FRHC as of Q4 2025.

Essential Partners reported no remaining Freedom Holding position as of Q4 2025 after selling out during the quarter.
Essential Partners sold 1 Freedom Holding share in Q4 2025, an estimated $172.
Essential Partners first reported a position in Freedom Holding in Q2 2025 and held it in 2 quarters.
Essential Partners's Freedom Holding position peaked at $172 in Q3 2025.
121 funds tracked by Wall St. Rank held Freedom Holding as of Q4 2025.

Based on Essential Partners's 13F filing for Q4 2025, filed 21 May 2026.