Global Retirement Partners’s Freedom Holding FRHC Stock Holding History

Global Retirement 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	$243	Sell	2 -1	-33%	-$145	﹤0.01%	4085
2025 Q3	$516	Sell	3 -32	-91%	-$5.4K	﹤0.01%	3640
2025 Q2	$5.11K	Buy	+35	New	+$5.17K	﹤0.01%	2901
2024 Q2	–	Sell	-21	Closed	-$1.48K	–	3580
2024 Q1	$1.48K	Hold	21	–	–	﹤0.01%	2858
2023 Q4	$1.71K	Hold	21	–	–	﹤0.01%	2730
2023 Q3	$1.77K	Hold	21	–	–	﹤0.01%	2577
2023 Q2	$1.7K	Hold	21	–	–	﹤0.01%	2605
2023 Q1	$1.63K	Buy	+21	New	+$1.42K	﹤0.01%	2571

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Global Retirement Partners's FRHC Position: Q4 2025 in Review

Global Retirement Partners reduced its Freedom Holding (FRHC) stake by 33% in Q4 2025, selling an estimated $145 and leaving 2 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

Global Retirement Partners first reported a position in FRHC in Q1 2023 and has held it in 8 quarters since. The position peaked at $5.11K in Q2 2025. 121 funds tracked by Wall St. Rank hold FRHC as of Q4 2025.

Global Retirement Partners held 2 shares of Freedom Holding worth $243 as of Q4 2025.
Global Retirement Partners sold 1 Freedom Holding share in Q4 2025, an estimated $145.
Freedom Holding made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4085 holding.
Global Retirement Partners first reported a position in Freedom Holding in Q1 2023 and has held it in 8 quarters since.
Global Retirement Partners's Freedom Holding position peaked at $5.11K in Q2 2025.
121 funds tracked by Wall St. Rank held Freedom Holding as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.