Position in FRHC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,874
-$5,161 QoQ
Shares Held
137
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 146 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FRHC Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Allworth Financial LP holds $269,517 across 6 Financial Conglomerates names. FRHC ranks #5 (6.6% of the industry book) .
All Filings in FRHC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,874 | 137 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,035 | 159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,285 | 27 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,606 | 50 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,527 | 31 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,097 | 31 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,483 | 19 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,705 | 18 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,357 | 18 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,623 | 23 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,692 | 21 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,609 | 19 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,535 | 19 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,365 | 19 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $815 | 14 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $98 | 2 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||