What smart money is saying about FirstRand
No fund has written a full thesis on FirstRand in our archive, but 2 fund letters report a position in it, most recently Fairtree Asset Management SA Equity Prescient Fund in September 2026.
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Position history
Every position in FirstRand on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsFairtree Asset Management SA Equity Prescient FundSeptember 2026
Listed in Fairtree Asset Management SA Equity Prescient Fund’s reported holdings.
FirstRand - HoldsAllan Gray Quarterly Commentary Vol. 3September 2026
Listed in Allan Gray Quarterly Commentary Vol. 3’s reported holdings.
FirstRand
Read the letters behind these FirstRand positions
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