Frisch Financial Group, Inc. THRO — BLACKROCK ETF TRUST

Ownership history in Frisch Financial Group, Inc.  ·  4 quarters on record

AI Ownership Summary

Frisch Financial Group, Inc. reported BLACKROCK ETF TRUST (THRO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.2% in 2026 Q1. The latest visible filing shows THRO at 2.13% 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.

What this THRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Frisch Financial Group, Inc.'s position in BLACKROCK ETF TRUST, 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 Q2

THRO was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

THRO stock page Frisch Financial Group, Inc. fund profile Frisch Financial Group, Inc. full holdings
How Frisch Financial Group, Inc. held THRO — position size vs. price
% of Fund (quarterly)    THRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 288,023 -2,192 -0.8% 2.13% $12.4M 2026-08-14 $44.39
2026 Q1 ADDED — — — 290,215 +252,187 +663.2% 2.20% $10.5M 2026-05-05 $41.26
2025 Q4 ADDED — — — 38,028 +15,988 +72.5% 0.33% $1.5M 2026-02-06 $38.66
2025 Q3 INITIATED — — — 22,040 — — 0.19% $834K 2025-11-10 $38.64

🏢 Other funds also holding THRO

As of 2026 Q2 — sorted by position size

EQ LLC 3Y 4.83% SOFI WEALTH, LLC 3Y 4.18% Kilter Group LLC 4.11% LiftPoint Family Wealth Advisors LLC 3.31% MA Private Wealth 3Y 7Y 3.17% Hobbs Wealth Management, LLC 2.92% Intentional Wealth Strategies, LLC 2.86% Landing Point Financial Group, LLC 2.79% MCMORGAN & CO LLC 3Y 7Y 2.77% Buttonwood Financial Group, LLC 3Y 2.66%

FAQ About Frisch Financial Group, Inc. and THRO

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

How long has Frisch Financial Group, Inc. reported owning THRO?

Frisch Financial Group, Inc. reported THRO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported THRO position in Frisch Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for THRO was 2.20% in 2026 Q1.

What is the latest reported THRO position on this page?

The most recent filing on this page is 2026 Q2, when Frisch Financial Group, Inc. reported 288,023 shares, equal to 2.13% of portfolio, with an estimated market value of $12.4M.

What does the chart on this THRO ownership page compare?

The chart compares Frisch Financial Group, Inc.'s quarterly THRO 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 Frisch Financial Group, Inc. time their THRO position?

Based on 13F filing dates vs. subsequent THRO price moves, Frisch Financial Group, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on THRO relative to SPY over the holding period was +0.0%.

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