PCS
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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
Q2 		– Sell
-1,778
Closed -$243K – 546
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 $8.89B AUM 39.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

Personal CFO Solutions's FUTU Position: Q2 2026 in Review

Personal CFO Solutions sold out of Futu Holdings (FUTU) in Q2 2026, closing a stake of 1,778 shares — an estimated $243K sold.

Personal CFO Solutions first reported a position in FUTU in Q2 2025 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 321 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

  • Personal CFO Solutions reported no remaining Futu Holdings position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 1,778 Futu Holdings shares in Q2 2026, an estimated $243K.
  • Personal CFO Solutions first reported a position in Futu Holdings in Q2 2025 and held it in 4 quarters.
  • Personal CFO Solutions's Futu Holdings position peaked at $284K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.