Friday Financial Portfolio Analysis: Q2 2026 Investment Activity
A detailed look at Friday Financial's portfolio changes during the second quarter of 2026, highlighting significant purchases and sales.
As of June 30th, 2026, Friday Financial's portfolio has a total value of $373.4 million. This comprehensive analysis focuses on the observable investment activity during Q2 based on changes in holdings.
The data reveals that Friday Financial engaged in several notable transactions this quarter, including significant purchases and sales across various funds and ETFs. The investor also created new small positions with HIGH TIDE INC (HITI) and SCHWAB STRATEGIC TR (SCHZ), while exiting positions in funds like CAT.
Purchasing Funds: Friday Financial demonstrated strong buying activity, particularly favoring exchange-traded funds and trusts. The most significant purchase was a 71.97% increase in shares of SCHWAB STRATEGIC TR (SCHF), indicating substantial new capital allocation to this fund category. Other notable acquisitions include a 20.12% increase in SCHG, an 8792-share addition (+12.65%) to ITOT, and significant growths in VGIT (+58861 shares), BSVO (+39431 shares), DFSD (+54710 shares), IWF (+28851 shares), and DFEM (+27141 shares).
Creating New Positions: The investor initiated two small positions during Q2. HIGH TIDE INC (HITI), categorized under Healthcare, was added with a 100% increase in shares and represents only $28571 in value, making it a negligible holding. Similarly, SCHWAB STRATEGIC TR (SCHZ) was added with a 100% increase in shares and accounts for $264223 of the portfolio.
Selling Funds: Friday Financial also showed significant selling activity, as indicated by the 'has_large_sells' flag. The most notable sale involved exiting positions held previously, though specific details like CAT are provided in the changed_holdings data indicating a departure from prior holdings.