Bell Investment Advisors’s FormFactor FORM Stock Holding History

Bell Investment Advisors’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.8K	Hold	142	–	–	﹤0.01%	567
2025 Q4	$7.92K	Buy	142 +75	+112%	+$3.78K	﹤0.01%	782
2025 Q3	$2.44K	Hold	67	–	–	﹤0.01%	1264
2025 Q2	$2.31K	Buy	67 +40	+148%	+$1.22K	﹤0.01%	1320
2025 Q1	$764	Hold	27	–	–	﹤0.01%	1639
2024 Q4	$1.19K	Hold	27	–	–	﹤0.01%	1534
2024 Q3	$1.24K	Sell	27 -27	-50%	-$1.35K	﹤0.01%	1528
2024 Q2	$3.27K	Hold	54	–	–	﹤0.01%	1129
2024 Q1	$2.46K	Hold	54	–	–	﹤0.01%	1257
2023 Q4	$2.25K	Hold	54	–	–	﹤0.01%	1280
2023 Q3	$1.89K	Hold	54	–	–	﹤0.01%	1304
2023 Q2	$1.85K	Hold	54	–	–	﹤0.01%	1339
2023 Q1	$1.72K	Hold	54	–	–	﹤0.01%	1338
2022 Q4	$1.2K	Buy	+54	New	+$1.26K	﹤0.01%	1504
2022 Q3	–	Sell	-37	Closed	-$1K	–	1805
2022 Q2	$1K	Buy	+37	New	+$1.43K	﹤0.01%	1435
2021 Q4	$1K	Sell	14 -10	-42%	-$409	﹤0.01%	1440
2021 Q3	$1K	Buy	+24	New	+$893	﹤0.01%	1382

Other funds holding FORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return