EverSource Wealth Advisors’s Freedom Holding FRHC Stock Holding History

EverSource Wealth Advisors’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	$3.91K	Buy	27 +2	+8%	+$256	﹤0.01%	3377
2025 Q4	$3.04K	Sell	25 -8	-24%	-$1.16K	﹤0.01%	3332
2025 Q3	$5.68K	Buy	33 +10	+43%	+$1.69K	﹤0.01%	3104
2025 Q2	$3.36K	Sell	23 -7	-23%	-$1.03K	﹤0.01%	3314
2025 Q1	$3.96K	Buy	30 +24	+400%	+$3.35K	﹤0.01%	2610
2024 Q4	$784	Hold	6	–	–	﹤0.01%	3047
2024 Q3	$569	Hold	6	–	–	﹤0.01%	2843
2024 Q2	$505	Buy	+6	New	+$435	﹤0.01%	2893

Other funds holding FRHC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Freedom Holding (FRHC) stake by 8% in Q1 2026, buying an estimated $256 and bringing the position to 27 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

EverSource Wealth Advisors first reported a position in FRHC in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.68K in Q3 2025. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

EverSource Wealth Advisors held 27 shares of Freedom Holding worth $3.91K as of Q1 2026.
EverSource Wealth Advisors bought 2 Freedom Holding shares in Q1 2026, an estimated $256.
Freedom Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3377 holding.
EverSource Wealth Advisors first reported a position in Freedom Holding in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Freedom Holding position peaked at $5.68K in Q3 2025.
141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

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