CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s FormFactor FORM Stock Holding History

CAPTRUST Financial 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
Q2 		$1.5M Buy
9,404
+76
+0.8% +$10.1K ﹤0.01% 1507
2026
Q1 		$905K Sell
9,328
-761
-8% -$65.5K ﹤0.01% 1670
2025
Q4 		$563K Buy
10,089
+1,748
+21% +$88.1K ﹤0.01% 1826
2025
Q3 		$304K Sell
8,341
-3,548
-30% -$114K ﹤0.01% 2156
2025
Q2 		$409K Buy
11,889
+12
+0.1% +$364 ﹤0.01% 1858
2025
Q1 		$336K Sell
11,877
-1,293
-10% -$47.5K ﹤0.01% 1876
2024
Q4 		$579K Sell
13,170
-765
-5% -$32.9K ﹤0.01% 1528
2024
Q3 		$641K Buy
13,935
+5,863
+73% +$293K ﹤0.01% 1446
2024
Q2 		$489K Buy
8,072
+170
+2% +$8.86K ﹤0.01% 1511
2024
Q1 		$361K Sell
7,902
-31,779
-80% -$1.32M ﹤0.01% 1668
2023
Q4 		$1.66M Sell
39,681
-4,376
-10% -$160K 0.01% 992
2023
Q3 		$1.54M Buy
44,057
+17,630
+67% +$593K 0.01% 970
2023
Q2 		$904K Buy
26,427
+9,883
+60% +$295K ﹤0.01% 1261
2023
Q1 		$527K Buy
16,544
+370
+2% +$10.6K ﹤0.01% 1381
2022
Q4 		$360K Buy
+16,174
New +$377K ﹤0.01% 1527
2022
Q3 		– Sell
-3,190
Closed -$124K – 2775
2022
Q2 		$124K Buy
3,190
+103
+3% +$3.97K ﹤0.01% 2043
2022
Q1 		$130K Buy
3,087
+281
+10% +$11.7K ﹤0.01% 2071
2021
Q4 		$128K Sell
2,806
-860
-23% -$35.2K ﹤0.01% 1959
2021
Q3 		$137K Sell
3,666
-814
-18% -$30.3K ﹤0.01% 1827
2021
Q2 		$163K Buy
4,480
+946
+27% +$37.3K ﹤0.01% 1662
2021
Q1 		$159K Buy
3,534
+2,669
+309% +$121K ﹤0.01% 1638
2020
Q4 		$37K Buy
865
+75
+9% +$2.71K ﹤0.01% 1968
2020
Q3 		$20K Buy
790
+80
+11% +$2.23K ﹤0.01% 1967
2020
Q2 		$21K Buy
+710
New +$17.5K ﹤0.01% 1921
2019
Q4 		– Sell
-710
Closed -$13K – 1292
2019
Q3 		$13K Sell
710
-7
-1% -$120 ﹤0.01% 1420
2019
Q2 		$11K Hold
717
– – ﹤0.01% 1471
2019
Q1 		$12K Buy
717
+39
+6% +$588 ﹤0.01% 1340
2018
Q4 		$10K Hold
678
– – ﹤0.01% 1221
2018
Q3 		$9K Buy
+678
New +$9.35K ﹤0.01% 1249

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CAPTRUST Financial Advisors's FORM Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its FormFactor (FORM) stake by 0.81% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,404 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

CAPTRUST Financial Advisors first reported a position in FORM in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.66M in Q4 2023. 510 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • CAPTRUST Financial Advisors held 9,404 shares of FormFactor worth $1.5M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 76 FormFactor shares in Q2 2026, an estimated $10.1K.
  • FormFactor made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1507 holding.
  • CAPTRUST Financial Advisors first reported a position in FormFactor in Q3 2018 and has held it in 29 quarters since.
  • CAPTRUST Financial Advisors's FormFactor position peaked at $1.66M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.