EverSource Wealth Advisors, LLC

Position in FRHC — Freedom Holding Corp.

CIK 1710537 BIRMINGHAM, AL

Position in FRHC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$7,039

+$3,131 QoQ

Shares Held

+100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#120

of 146 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $242,473 across 5 Financial Conglomerates names. FRHC ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	984	$89,078
2	IX	Orix Corp	2,104	$80,032
3	HTH	Hilltop Holdings Inc.	1,434	$55,608
4	TREE	LendingTree, Inc.	242	$10,716
5	FRHC	Freedom Holding Corp. This page	54	$7,039

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,039	54	+100.0%	Shares	Sole	2026-07-24
2026-03-31	$3,908	27	+8.0%	Shares	Sole	2026-05-18
2025-12-31	$3,039	25	-24.2%	Shares	Sole	2026-02-06
2025-09-30	$5,679	33	+43.5%	Shares	Sole	2025-11-10
2025-06-30	$3,358	23	-23.3%	Shares	Sole	2025-08-13
2025-03-31	$3,964	30	+400.0%	Shares	Sole	2025-05-13
2024-12-31	$784	6	0.0%	Shares	Sole	2025-02-10
2024-09-30	$568	6	0.0%	Shares	Sole	2024-11-08
2024-06-30	$452	6	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.