Bell Investment Advisors, Inc FRHC β€” FREEDOM HLDG CORP NEV

Ownership history in Bell Investment Advisors, Inc  Β·  9 quarters on record

AI Ownership Summary

Bell Investment Advisors, Inc reported FREEDOM HLDG CORP NEV (FRHC) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows FRHC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FRHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bell Investment Advisors, Inc's position in FREEDOM HLDG CORP NEV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FRHC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bell Investment Advisors, Inc held FRHC β€” position size vs. price
% of Fund (quarterly)    FRHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 54.5% -10.5% βœ… 5 -6 -54.5% 0.00% $725 2026-04-17 $160.87
2025 Q4 REDUCED 31.2% +19.1% ❌ 11 -5 -31.2% 0.00% $1K 2026-02-24 $118.51
2025 Q3 UNCHANGED β€” β€” β€” 16 β€” 0% 0.00% $3K 2025-11-21 $134.20
2025 Q2 ADDED β€” β€” β€” 16 +3 +23.1% 0.00% $2K 2025-08-11 $175.00
2025 Q1 UNCHANGED β€” β€” β€” 13 β€” 0% 0.00% $2K 2025-05-16 $176.00
2024 Q4 ADDED β€” β€” β€” 13 +8 +160.0% 0.00% $2K 2025-02-07 $157.56
2024 Q3 REDUCED 77.3% +38.2% ❌ 5 -17 -77.3% 0.00% $474 2024-11-13 $114.61
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FRHC

As of 2026 Q2 β€” sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About Bell Investment Advisors, Inc and FRHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bell Investment Advisors, Inc reported owning FRHC?

Bell Investment Advisors, Inc reported FRHC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FRHC position in Bell Investment Advisors, Inc's portfolio?

The largest reported portfolio weight for FRHC was 0.00% in 2025 Q3.

What is the latest reported FRHC position on this page?

The most recent filing on this page is 2026 Q1, when Bell Investment Advisors, Inc reported 5 shares, equal to 0.00% of portfolio, with an estimated market value of $725.

What does the chart on this FRHC ownership page compare?

The chart compares Bell Investment Advisors, Inc's quarterly FRHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bell Investment Advisors, Inc time their FRHC position?

Based on 13F filing dates vs. subsequent FRHC price moves, Bell Investment Advisors, Inc correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on FRHC relative to SPY over the holding period was +14.8%.

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