Ritholtz Wealth Management
FRD icon

Ritholtz Wealth Management’s Friedman Industries FRD Stock Holding History

Ritholtz Wealth Management’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$859K Sell
22,476
-3,201
-12% -$126K 0.01% 691
2026
Q2 		$826K Sell
25,677
-1,536
-6% -$36.3K 0.01% 677
2026
Q1 		$482K Sell
27,213
-14,367
-35% -$272K 0.01% 805
2025
Q4 		$852K Buy
41,580
+5,179
+14% +$106K 0.02% 570
2025
Q3 		$797K Buy
36,401
+15,038
+70% +$276K 0.02% 553
2025
Q2 		$354K Buy
21,363
+10,253
+92% +$166K 0.01% 744
2025
Q1 		$165K Buy
11,110
+573
+5% +$8.96K ﹤0.01% 882
2024
Q4 		$161K Sell
10,537
-823
-7% -$12.5K ﹤0.01% 826
2024
Q3 		$182K Buy
+11,360
New +$176K 0.01% 825
2024
Q2 		– Sell
-10,335
Closed -$194K – 836
2024
Q1 		$194K Buy
+10,335
New +$177K 0.01% 745

Other funds holding FRD

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Ritholtz Wealth Management's FRD Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Friedman Industries (FRD) stake by 12% in Q3 2026, selling an estimated $126K and leaving 22,476 shares worth $859K. The position accounts for 0.01% of the portfolio, ranked #691.

Ritholtz Wealth Management first reported a position in FRD in Q1 2024 and has held it in 10 quarters since. 29 funds tracked by Wall St. Rank hold FRD as of Q3 2026.

  • Ritholtz Wealth Management held 22,476 shares of Friedman Industries worth $859K as of Q3 2026.
  • Ritholtz Wealth Management sold 3,201 Friedman Industries shares in Q3 2026, an estimated $126K.
  • Friedman Industries made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #691 holding.
  • Ritholtz Wealth Management first reported a position in Friedman Industries in Q1 2024 and has held it in 10 quarters since.
  • 29 funds tracked by Wall St. Rank held Friedman Industries as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.