Allworth Financial’s Forum Markets FRMM Stock Holding History

Allworth Financial’s Portfolio FRMM Stock Details FRMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$804	Hold	148	–	–	﹤0.01%	4876
2026 Q2	$804	Hold	148	–	–	﹤0.01%	4762
2026 Q1	$428	Buy	+148	New	+$565	﹤0.01%	4768

Other funds holding FRMM

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Allworth Financial's FRMM Position: Q3 2026 in Review

Allworth Financial held its Forum Markets (FRMM) position steady in Q3 2026 at 148 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #4876.

Allworth Financial first reported a position in FRMM in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold FRMM as of Q3 2026.

Allworth Financial held 148 shares of Forum Markets worth $804 as of Q3 2026.
Allworth Financial left its Forum Markets share count unchanged in Q3 2026.
Forum Markets made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4876 holding.
Allworth Financial first reported a position in Forum Markets in Q1 2026 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Forum Markets as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.