Position in FRHC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$652
-$72 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 145 holders
Holding Since
Jun 2023
10 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, 2026Bell Investment Advisors, Inc holds $27,514 across 4 Financial Conglomerates names. FRHC ranks #4 (2.4% of the industry book) .
All Filings in FRHC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $724 | 5 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,338 | 11 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,754 | 16 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,336 | 16 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,718 | 13 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,698 | 13 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $473 | 5 | Shares | Sole | 2024-11-13 | |
| 2023-09-30 | $1,863 | 22 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,454 | 18 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||