American Capital Advisory’s Forian FORA Stock Holding History

American Capital Advisory’s Portfolio FORA Stock Details FORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,000	Closed	-$31.1K	–	1185
2026 Q1	$31.1K	Hold	15,000	–	–	0.01%	253
2025 Q4	$31.8K	Hold	15,000	–	–	0.01%	244
2025 Q3	$33.8K	Hold	15,000	–	–	0.02%	227
2025 Q2	$29.4K	Hold	15,000	–	–	0.01%	228
2025 Q1	$30K	Sell	15,000 -5,000	-25%	-$11.1K	0.02%	227
2024 Q4	$41.2K	Hold	20,000	–	–	0.02%	194
2024 Q3	$43.2K	Sell	20,000 -250	-1%	-$608	0.03%	189
2024 Q2	$59.2K	Hold	20,250	–	–	0.04%	143
2024 Q1	$77.2K	Hold	20,250	–	–	0.07%	123
2023 Q4	$59.2K	Buy	+20,250	New	+$52K	0.04%	143

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

American Capital Advisory's FORA Position: Q2 2026 in Review

American Capital Advisory sold out of Forian (FORA) in Q2 2026, closing a stake of 15,000 shares — an estimated $31.1K sold.

American Capital Advisory first reported a position in FORA in Q4 2023 and held it in 10 quarters. The position peaked at $77.2K in Q1 2024. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

American Capital Advisory reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
American Capital Advisory sold 15,000 Forian shares in Q2 2026, an estimated $31.1K.
American Capital Advisory first reported a position in Forian in Q4 2023 and held it in 10 quarters.
American Capital Advisory's Forian position peaked at $77.2K in Q1 2024.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.