Position in FRHC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$745,636
-$127,555 QoQ
Shares Held
5,715
-5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 145 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 16%
Shared 0%
None 83%
Common Shares in FRHC Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $6,731,503 across 5 Financial Conglomerates names. FRHC ranks #4 (11.1% of the industry book) .
All Filings in FRHC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,636 | 5,715 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $873,191 | 6,027 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||