Citigroup’s Forian FORA Stock Holding History

Citigroup’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
2026 Q2	–	Sell	-1	Closed	-$2	–	5914
2026 Q1	$2	Sell	1 -3	-75%	-$6	﹤0.01%	5829
2025 Q4	$8	Buy	+4	New	+$9	﹤0.01%	5824
2022 Q3	–	Sell	-466	Closed	-$2K	–	5988
2022 Q2	$2K	Sell	466 -273	-37%	-$1.05K	﹤0.01%	5882
2022 Q1	$5K	Sell	739 -4,209	-85%	-$31.1K	﹤0.01%	5812
2021 Q4	$45K	Buy	4,948 +2,551	+106%	+$24.4K	﹤0.01%	5115
2021 Q3	$25K	Buy	2,397 +1,534	+178%	+$17K	﹤0.01%	5125
2021 Q2	$11K	Buy	+863	New	+$9.87K	﹤0.01%	5615

Other funds holding FORA

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Citigroup's FORA Position: Q2 2026 in Review

Citigroup sold out of Forian (FORA) in Q2 2026, closing a stake of 1 share — an estimated $2 sold.

Citigroup first reported a position in FORA in Q2 2021 and held it in 7 quarters. The position peaked at $45K in Q4 2021. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.

Citigroup reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
Citigroup sold 1 Forian share in Q2 2026, an estimated $2.
Citigroup first reported a position in Forian in Q2 2021 and held it in 7 quarters.
Citigroup's Forian position peaked at $45K in Q4 2021.
1 fund tracked by Wall St. Rank held Forian as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.