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Twin Peaks Wealth Advisors’s Freedom Holding FRHC Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$724 Buy
+5
New +$641 ﹤0.01% 1968
2025
Q3 		– Sell
-3
Closed -$542 – 879
2025
Q2 		$542 Buy
+3
New +$443 ﹤0.01% 1901

Other funds holding FRHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Twin Peaks Wealth Advisors's FRHC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Freedom Holding (FRHC) in Q1 2026: 5 shares worth $724. The stake represents ﹤0.01% of the portfolio and ranks #1968 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FRHC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FRHC in Q2 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold FRHC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 5 shares of Freedom Holding worth $724 as of Q1 2026.
  • Freedom Holding was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Freedom Holding made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1968 holding.
  • Twin Peaks Wealth Advisors first reported a position in Freedom Holding in Q2 2025 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Freedom Holding as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.