KWA
FRE

Kingswood Wealth Advisors’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Kingswood Wealth Advisors’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,017
Closed -$78.2K – 803
2025
Q1 		$78.2K Sell
14,017
-4,017
-22% -$22.4K 0.01% 714
2024
Q4 		$58.9K Buy
+18,034
New +$58.9K ﹤0.01% 770

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
AG
AmeriFlex Group Las Vegas, Nevada $245M AUM 37.62% 1-Year Est. Return

Kingswood Wealth Advisors's FRE Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q2 2025, closing a stake of 14,017 shares — an estimated $78.2K sold.

Kingswood Wealth Advisors first reported a position in FRE in Q4 2024 and held it in 2 quarters. The position peaked at $78.2K in Q1 2025. 9 funds tracked by Wall St. Rank hold FRE as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining FREDDIE MAC D/B/A VOTING position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 14,017 FREDDIE MAC D/B/A VOTING shares in Q2 2025, an estimated $78.2K.
  • Kingswood Wealth Advisors first reported a position in FREDDIE MAC D/B/A VOTING in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's FREDDIE MAC D/B/A VOTING position peaked at $78.2K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.