Calton & Associates’s Forum Markets FRMM Stock Holding History

Calton & Associates’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
2025 Q4	–	Sell	-4,187	Closed	-$101K	–	450
2025 Q3	$101K	Buy	+4,187	New	+$125K	0.02%	415

Other funds holding FRMM

ECP

Electric Capital Partners Palo Alto, California $118M AUM

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Calton & Associates's FRMM Position: Q4 2025 in Review

Calton & Associates sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 4,187 shares — an estimated $101K sold.

Calton & Associates first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

Calton & Associates reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
Calton & Associates sold 4,187 Forum Markets shares in Q4 2025, an estimated $101K.
Calton & Associates first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
Calton & Associates's Forum Markets position peaked at $101K in Q3 2025.
55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.