DAS
FRMM

Dynamic Advisor Solutions’s Forum Markets FRMM Stock Holding History

Dynamic Advisor Solutions’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
-5,426
Closed -$131K – 937
2025
Q3 		$131K Buy
+5,426
New +$162K ﹤0.01% 914

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
WP
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
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Advisor Solutions's FRMM Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 5,426 shares — an estimated $131K sold.

Dynamic Advisor Solutions first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $131K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,426 Forum Markets shares in Q4 2025, an estimated $131K.
  • Dynamic Advisor Solutions first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Forum Markets position peaked at $131K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.