Farther Finance Advisors’s Forge Global Holdings FRGE Stock Holding History

Farther Finance Advisors’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21	Closed	-$936	–	5809
2025 Q4	$936	Buy	+21	New	+$710	﹤0.01%	4927
2024 Q1	–	Hold	0	–	-$3	–	3640
2023 Q4	–	Hold	0	–	–	–	3535

Other funds holding FRGE

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Farther Finance Advisors's FRGE Position: Q1 2026 in Review

Farther Finance Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 21 shares — an estimated $936 sold.

Farther Finance Advisors first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $936 in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Farther Finance Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Farther Finance Advisors sold 21 Forge Global Holdings shares in Q1 2026, an estimated $936.
Farther Finance Advisors first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
Farther Finance Advisors's Forge Global Holdings position peaked at $936 in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.