PWMG
FRHC icon

Private Wealth Management Group’s Freedom Holding FRHC Stock Holding History

Private Wealth Management Group’s Portfolio FRHC Stock Details FRHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.34K Hold
14
– – ﹤0.01% 1132
2026
Q2 		$1.83K Hold
14
– – ﹤0.01% 1183
2026
Q1 		$2.03K Buy
+14
New +$1.79K ﹤0.01% 1085

Other funds holding FRHC

OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
SmartHarvest Portfolios
SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Private Wealth Management Group's FRHC Position: Q3 2026 in Review

Private Wealth Management Group held its Freedom Holding (FRHC) position steady in Q3 2026 at 14 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Private Wealth Management Group first reported a position in FRHC in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold FRHC as of Q3 2026.

  • Private Wealth Management Group held 14 shares of Freedom Holding worth $2.34K as of Q3 2026.
  • Private Wealth Management Group left its Freedom Holding share count unchanged in Q3 2026.
  • Freedom Holding made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1132 holding.
  • Private Wealth Management Group first reported a position in Freedom Holding in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.