Citadel Advisors
FORA

Citadel Advisors’s Forian FORA Stock Holding History

Citadel Advisors’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$2.92K – 14843
2023
Q4 		$2.92K Buy
+1,000
New +$2.57K ﹤0.01% 13643
2023
Q3 		– Sell
-1,600
Closed -$3.92K – 14545
2023
Q2 		$3.92K Sell
1,600
-400
-20% -$1.07K ﹤0.01% 13644
2023
Q1 		$7.62K Buy
+2,000
New +$6.96K ﹤0.01% 13706

Other funds holding FORA

SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $204M AUM 39.64% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Citadel Advisors's FORA Position: Q1 2026 in Review

Citadel Advisors reduced its Forian (FORA) stake by 35% in Q1 2026, selling an estimated $49.2K and leaving 43,153 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #12109.

Citadel Advisors first reported a position in FORA in Q2 2022 and has held it in 13 quarters since. The position peaked at $217K in Q2 2022. 31 funds tracked by Wall St. Rank hold FORA as of Q1 2026.

  • Citadel Advisors held 43,153 shares of Forian worth $89.3K as of Q1 2026.
  • Citadel Advisors sold 23,550 Forian shares in Q1 2026, an estimated $49.2K.
  • Forian made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #12109 holding.
  • Citadel Advisors first reported a position in Forian in Q2 2022 and has held it in 13 quarters since.
  • Citadel Advisors's Forian position peaked at $217K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Forian as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.