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
Q2 		$8.97K Hold
1,500
– – ﹤0.01% 374
2026
Q1 		$10.7K Buy
+1,500
New +$10.7K 0.01% 337

Other funds holding FRE

PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
RCM
Ratan Capital Management Miami Beach, Florida $310M AUM 137% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $567M AUM 0.34% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 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
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's FRE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its FREDDIE MAC D/B/A VOTING (FRE) position steady in Q2 2026 at 1,500 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Mark Sheptoff Financial Planning first reported a position in FRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.7K in Q1 2026. 12 funds tracked by Wall St. Rank hold FRE as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,500 shares of FREDDIE MAC D/B/A VOTING worth $8.97K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its FREDDIE MAC D/B/A VOTING share count unchanged in Q2 2026.
  • FREDDIE MAC D/B/A VOTING made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #374 holding.
  • Mark Sheptoff Financial Planning first reported a position in FREDDIE MAC D/B/A VOTING in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's FREDDIE MAC D/B/A VOTING position peaked at $10.7K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.