EverSource Wealth Advisors’s Friedman Industries FRD Stock Holding History

EverSource Wealth Advisors’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124	Buy	7 +2	+40%	+$38	﹤0.01%	4247
2025 Q4	$102	Hold	5	–	–	﹤0.01%	4099
2025 Q3	$109	Buy	+5	New	+$92	﹤0.01%	4187

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MBAM

Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

EverSource Wealth Advisors's FRD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Friedman Industries (FRD) stake by 40% in Q1 2026, buying an estimated $38 and bringing the position to 7 shares worth $124. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

EverSource Wealth Advisors first reported a position in FRD in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

EverSource Wealth Advisors held 7 shares of Friedman Industries worth $124 as of Q1 2026.
EverSource Wealth Advisors bought 2 Friedman Industries shares in Q1 2026, an estimated $38.
Friedman Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4247 holding.
EverSource Wealth Advisors first reported a position in Friedman Industries in Q3 2025 and has held it in 3 quarters since.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.