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Physician Wealth Advisors’s FRP Holdings FRPH Stock Holding History

Physician Wealth Advisors’s Portfolio FRPH Stock Details FRPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-22
Closed -$482 – 2381
2026
Q1 		$482 Sell
22
-26
-54% -$605 ﹤0.01% 1942
2025
Q4 		$1.09K Sell
48
-15
-24% -$355 ﹤0.01% 1569
2025
Q3 		$1.53K Buy
+63
New +$1.64K ﹤0.01% 1330

Other funds holding FRPH

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Physician Wealth Advisors's FRPH Position: Q2 2026 in Review

Physician Wealth Advisors sold out of FRP Holdings (FRPH) in Q2 2026, closing a stake of 22 shares — an estimated $482 sold.

Physician Wealth Advisors first reported a position in FRPH in Q3 2025 and held it in 3 quarters. The position peaked at $1.53K in Q3 2025. 28 funds tracked by Wall St. Rank hold FRPH as of Q2 2026.

  • Physician Wealth Advisors reported no remaining FRP Holdings position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 22 FRP Holdings shares in Q2 2026, an estimated $482.
  • Physician Wealth Advisors first reported a position in FRP Holdings in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's FRP Holdings position peaked at $1.53K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held FRP Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.