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 Q2	–	Sell	-5	Closed	-$724	–	953
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 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

Twin Peaks Wealth Advisors's FRHC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Freedom Holding (FRHC) in Q2 2026, closing a stake of 5 shares — an estimated $724 sold.

Twin Peaks Wealth Advisors first reported a position in FRHC in Q2 2025 and held it in 2 quarters. The position peaked at $724 in Q1 2026. 147 funds tracked by Wall St. Rank hold FRHC as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Freedom Holding position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 5 Freedom Holding shares in Q2 2026, an estimated $724.
Twin Peaks Wealth Advisors first reported a position in Freedom Holding in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Freedom Holding position peaked at $724 in Q1 2026.
147 funds tracked by Wall St. Rank held Freedom Holding as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.