KFA
FPH icon

Kelleher Financial Advisors’s Five Point Holdings FPH Stock Holding History

Kelleher Financial Advisors’s Portfolio FPH Stock Details FPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79K Buy
+15,000
New +$75.2K 0.01% 398

Other funds holding FPH

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kelleher Financial Advisors's FPH Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Five Point Holdings (FPH) in Q2 2026: 15,000 shares worth $79K. The stake represents 0.01% of the portfolio and ranks #398 among its holdings.

24 funds tracked by Wall St. Rank hold FPH as of Q2 2026.

  • Kelleher Financial Advisors held 15,000 shares of Five Point Holdings worth $79K as of Q2 2026.
  • Five Point Holdings was a new Kelleher Financial Advisors position in Q2 2026.
  • Five Point Holdings made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #398 holding.
  • 24 funds tracked by Wall St. Rank held Five Point Holdings as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.