Creative Planning

Position in FRHC — Freedom Holding Corp.

CIK 1540235 OVERLAND PARK, KS

Position in FRHC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$803,434

-$297,798 QoQ

Shares Held

6,158

-19.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#44

of 146 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $9,390,611 across 5 Financial Conglomerates names. FRHC ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	36,663	$3,319,101
2	HTH	Hilltop Holdings Inc.	50,276	$1,949,702
3	TREE	LendingTree, Inc.	42,744	$1,893,131
4	IX	Orix Corp	37,467	$1,425,243
5	FRHC	Freedom Holding Corp. This page	6,158	$803,434

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$803,434	6,158	-19.0%	Shares	Defined	2026-08-13
2026-03-31	$1,101,232	7,601	+483.3%	Shares	Sole	2026-05-12
2025-09-30	$224,284	1,303	—	Shares	Defined	2025-11-14
No filing history on record for this holder in this stock.