PH
FRE

Pinnacle Holdings’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Pinnacle Holdings’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 		$3.59M Buy
560,843
+2,341
+0.4% +$15K 1.16% 20
2025
Q4 		$5.66M Sell
558,502
-8,036
-1% -$81.5K 1.91% 3
2025
Q3 		$6.67M Sell
566,538
-4,654
-0.8% -$54.8K 2.32% 3
2025
Q2 		$4.71M Buy
571,192
+129,825
+29% +$1.07M 1.7% 7
2025
Q1 		$2.36M Buy
441,367
+3,961
+0.9% +$21.2K 0.9% 38
2024
Q4 		$1.43M Sell
437,406
-6,506
-1% -$21.2K 0.54% 67
2024
Q3 		$510K Sell
443,912
-11,316
-2% -$13K 0.2% 128
2024
Q2 		$615K Sell
455,228
-912
-0.2% -$1.23K 0.25% 118
2024
Q1 		$616K Sell
456,140
-6,120
-1% -$8.26K 0.25% 119
2023
Q4 		$393K Buy
462,260
+67,517
+17% +$57.4K 0.16% 138
2023
Q3 		$234K Sell
394,743
-9,875
-2% -$5.85K 0.11% 145
2023
Q2 		$175K Buy
404,618
+32,125
+9% +$13.9K 0.08% 151
2023
Q1 		$152K Buy
372,493
+59,455
+19% +$24.3K 0.07% 157
2022
Q4 		$111K Buy
313,038
+47,385
+18% +$16.7K 0.05% 162
2022
Q3 		$139K Buy
+265,653
New +$139K 0.07% 159

Other funds holding FRE

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 $277M AUM 98.95% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
MSFP
Mark Sheptoff Financial Planning Glastonbury, Connecticut $189M AUM 28.82% 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