AIP
FRGE

Ameritas Investment Partners’s Forge Global Holdings FRGE Stock Holding History

Ameritas Investment Partners’s Portfolio FRGE Stock Details FRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,041
Closed -$46.4K – 3132
2025
Q4 		$46.4K Hold
1,041
– – ﹤0.01% 2181
2025
Q3 		$17.6K Hold
1,041
– – ﹤0.01% 2722
2025
Q2 		$19.8K Buy
1,041
+436
+72% +$5.98K ﹤0.01% 2663
2025
Q1 		$5.1K Hold
605
– – ﹤0.01% 2967
2024
Q4 		$8.45K Hold
605
– – ﹤0.01% 2943
2024
Q3 		$11.9K Hold
605
– – ﹤0.01% 2866
2024
Q2 		$13.2K Hold
605
– – ﹤0.01% 2810
2024
Q1 		$17.5K Hold
605
– – ﹤0.01% 2610
2023
Q4 		$31.1K Hold
605
– – ﹤0.01% 2387
2023
Q3 		$18.4K Hold
605
– – ﹤0.01% 2575
2023
Q2 		$22.1K Buy
+605
New +$14.8K ﹤0.01% 2514

Other funds holding FRGE

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

Ameritas Investment Partners's FRGE Position: Q1 2026 in Review

Ameritas Investment Partners sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 1,041 shares — an estimated $46.4K sold.

Ameritas Investment Partners first reported a position in FRGE in Q2 2023 and held it in 11 quarters. The position peaked at $46.4K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

  • Ameritas Investment Partners reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 1,041 Forge Global Holdings shares in Q1 2026, an estimated $46.4K.
  • Ameritas Investment Partners first reported a position in Forge Global Holdings in Q2 2023 and held it in 11 quarters.
  • Ameritas Investment Partners's Forge Global Holdings position peaked at $46.4K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.