Root Financial Partners’s Freedom Holding FRHC Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-14	Closed	-$2.03K	–	1430
2026 Q1	$2.03K	Buy	+14	New	+$1.79K	﹤0.01%	2310

Other funds holding FRHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's FRHC Position: Q2 2026 in Review

Root Financial Partners sold out of Freedom Holding (FRHC) in Q2 2026, closing a stake of 14 shares — an estimated $2.03K sold.

Root Financial Partners first reported a position in FRHC in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 146 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

Root Financial Partners reported no remaining Freedom Holding position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 14 Freedom Holding shares in Q2 2026, an estimated $2.03K.
Root Financial Partners first reported a position in Freedom Holding in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Freedom Holding position peaked at $2.03K in Q1 2026.
146 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.