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Personal CFO Solutions’s Futu Holdings FUTU Stock Holding History

Personal CFO Solutions’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
Q1 		$243K Buy
1,778
+65
+4% +$10.1K 0.03% 454
2025
Q4 		$281K Buy
1,713
+83
+5% +$14.2K 0.04% 391
2025
Q3 		$284K Sell
1,630
-26
-2% -$4.32K 0.05% 360
2025
Q2 		$205K Buy
+1,656
New +$169K 0.04% 464

Other funds holding FUTU

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Personal CFO Solutions's FUTU Position: Q1 2026 in Review

Personal CFO Solutions increased its Futu Holdings (FUTU) stake by 3.8% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,778 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #454.

Personal CFO Solutions first reported a position in FUTU in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q3 2025. 368 funds tracked by Wall St. Rank hold FUTU as of Q1 2026.

  • Personal CFO Solutions held 1,778 shares of Futu Holdings worth $243K as of Q1 2026.
  • Personal CFO Solutions bought 65 Futu Holdings shares in Q1 2026, an estimated $10.1K.
  • Futu Holdings made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #454 holding.
  • Personal CFO Solutions first reported a position in Futu Holdings in Q2 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Futu Holdings position peaked at $284K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Futu Holdings as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.