Bank of America
FRMM

Bank of America’s Forum Markets FRMM Stock Holding History

Bank of America’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
Q2 		$675K Buy
124,358
+30,000
+32% +$131K ﹤0.01% 4821
2026
Q1 		$273K Sell
94,358
-139
-0.1% -$531 ﹤0.01% 5195
2025
Q4 		$463K Buy
94,497
+89,675
+1,860% +$1.27M ﹤0.01% 4951
2025
Q3 		$116K Buy
4,822
+4,818
+120,450% +$144K ﹤0.01% 6535
2025
Q2 		$38 Buy
4
+2
+100% +$20 ﹤0.01% 8152
2025
Q1 		$16 Hold
2
– – ﹤0.01% 8162
2024
Q4 		$29 Buy
2
+1
+100% +$26 ﹤0.01% 7960
2024
Q3 		$12 Hold
1
– – ﹤0.01% 8026
2024
Q2 		$20 Buy
+1
New +$18 ﹤0.01% 8003
2023
Q3 		– Sell
-1
Closed -$202 – 7766
2023
Q2 		$202 Buy
+1
New +$225 ﹤0.01% 7385
2023
Q1 		– Hold
0
– -$6 – 7792
2022
Q4 		– Hold
0
– – – 8122
2022
Q3 		– Sell
-1
Closed -$3K – 7814
2022
Q2 		$3K Hold
1
– – ﹤0.01% 7699
2022
Q1 		$10K Sell
1
-2
-67% -$23K ﹤0.01% 7734
2021
Q4 		$47K Buy
3
+1
+50% +$17.8K ﹤0.01% 7239
2021
Q3 		$39K Buy
+2
New +$54.7K ﹤0.01% 7154
2021
Q2 		– Hold
0
– – – 7588
2021
Q1 		– Hold
0
– – – 7410
2020
Q4 		– Hold
0
– -$3K – 7088
2020
Q3 		– Hold
0
– – – 6647

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America's FRMM Position: Q2 2026 in Review

Bank of America increased its Forum Markets (FRMM) stake by 32% in Q2 2026, buying an estimated $131K and bringing the position to 124,358 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #4821.

Bank of America first reported a position in FRMM in Q3 2021 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Bank of America held 124,358 shares of Forum Markets worth $675K as of Q2 2026.
  • Bank of America bought 30,000 Forum Markets shares in Q2 2026, an estimated $131K.
  • Forum Markets made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4821 holding.
  • Bank of America first reported a position in Forum Markets in Q3 2021 and has held it in 14 quarters since.
  • 40 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.