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Independent Financial Group’s Futu Holdings FUTU Stock Holding History

Independent Financial Group’s Portfolio FUTU Stock Details FUTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,381
Closed -$599K – 1582
2026
Q1 		$599K Buy
4,381
+985
+29% +$153K 0.01% 843
2025
Q4 		$558K Buy
+3,396
New +$583K 0.01% 850
2024
Q4 		– Sell
-4,827
Closed -$462K – 1190
2024
Q3 		$462K Buy
+4,827
New +$307K 0.02% 684
2021
Q3 		– Sell
-2,700
Closed -$484K – 725
2021
Q2 		$484K Buy
2,700
+868
+47% +$126K 0.05% 378
2021
Q1 		$291K Buy
+1,832
New +$227K 0.04% 477

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Independent Financial Group's FUTU Position: Q2 2026 in Review

Independent Financial Group sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 4,381 shares — an estimated $599K sold.

Independent Financial Group first reported a position in FUTU in Q1 2021 and held it in 5 quarters. The position peaked at $599K in Q1 2026. 318 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Independent Financial Group reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 4,381 Futu Holdings shares in Q2 2026, an estimated $599K.
  • Independent Financial Group first reported a position in Futu Holdings in Q1 2021 and held it in 5 quarters.
  • Independent Financial Group's Futu Holdings position peaked at $599K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.