MSFP
FRE

Mark Sheptoff Financial Planning’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Mark Sheptoff Financial Planning’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
2026
Q1 		$10.7K Buy
+1,500
New +$10.7K 0.01% 337

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mark Sheptoff Financial Planning's FRE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in FREDDIE MAC D/B/A VOTING (FRE) in Q1 2026: 1,500 shares worth $10.7K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings.

9 funds tracked by Wall St. Rank hold FRE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 1,500 shares of FREDDIE MAC D/B/A VOTING worth $10.7K as of Q1 2026.
  • FREDDIE MAC D/B/A VOTING was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • FREDDIE MAC D/B/A VOTING made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #337 holding.
  • 9 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.