EWA
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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
Q2 		$7.05K Buy
54
+27
+100% +$3.93K ﹤0.01% 3110
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EverSource Wealth Advisors's FRHC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Freedom Holding (FRHC) stake by 100% in Q2 2026, buying an estimated $3.93K and bringing the position to 54 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

EverSource Wealth Advisors first reported a position in FRHC in Q2 2024 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

  • EverSource Wealth Advisors held 54 shares of Freedom Holding worth $7.05K as of Q2 2026.
  • EverSource Wealth Advisors bought 27 Freedom Holding shares in Q2 2026, an estimated $3.93K.
  • Freedom Holding made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3110 holding.
  • EverSource Wealth Advisors first reported a position in Freedom Holding in Q2 2024 and has held it in 9 quarters since.
  • 147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.