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Affinity Asset Advisors’s Forte Biosciences FBRX Stock Holding History

Affinity Asset Advisors’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.2M Buy
1,011,890
+22,400
+2% +$645K 1.35% 24
2025
Q4 		$27M Buy
+989,490
New +$17.3M 1.54% 20

Other funds holding FBRX

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Affinity Asset Advisors's FBRX Position: Q1 2026 in Review

Affinity Asset Advisors increased its Forte Biosciences (FBRX) stake by 2.3% in Q1 2026, buying an estimated $645K and bringing the position to 1,011,890 shares worth $26.2M. The position accounts for 1.35% of the portfolio, ranked #24.

Affinity Asset Advisors first reported a position in FBRX in Q4 2025 and has held it in 2 quarters since. The position peaked at $27M in Q4 2025. 68 funds tracked by Wall St. Rank hold FBRX as of Q1 2026.

  • Affinity Asset Advisors held 1,011,890 shares of Forte Biosciences worth $26.2M as of Q1 2026.
  • Affinity Asset Advisors bought 22,400 Forte Biosciences shares in Q1 2026, an estimated $645K.
  • Forte Biosciences made up 1.35% of Affinity Asset Advisors's portfolio in Q1 2026, its #24 holding.
  • Affinity Asset Advisors first reported a position in Forte Biosciences in Q4 2025 and has held it in 2 quarters since.
  • Affinity Asset Advisors's Forte Biosciences position peaked at $27M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Forte Biosciences as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.