CTA
FRMM

Colonial Trust Advisors’s Forum Markets FRMM Stock Holding History

Colonial Trust Advisors’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
2026
Q1 		– Sell
-400
Closed -$1.96K – 731
2025
Q4 		$1.96K Buy
400
+150
+60% +$2.12K ﹤0.01% 638
2025
Q3 		$6.03K Buy
+250
New +$7.49K ﹤0.01% 555

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Colonial Trust Advisors's FRMM Position: Q1 2026 in Review

Colonial Trust Advisors sold out of Forum Markets (FRMM) in Q1 2026, closing a stake of 400 shares — an estimated $1.96K sold.

Colonial Trust Advisors first reported a position in FRMM in Q3 2025 and held it in 2 quarters. The position peaked at $6.03K in Q3 2025. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

  • Colonial Trust Advisors reported no remaining Forum Markets position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 400 Forum Markets shares in Q1 2026, an estimated $1.96K.
  • Colonial Trust Advisors first reported a position in Forum Markets in Q3 2025 and held it in 2 quarters.
  • Colonial Trust Advisors's Forum Markets position peaked at $6.03K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.