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Financial Advocates Investment Management’s Fortress Biotech FBIO Stock Holding History

Financial Advocates Investment Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23,009
Closed -$42.8K – 225
2025
Q2 		$42.8K Sell
23,009
-150
-0.6% -$260 ﹤0.01% 616
2025
Q1 		$36.1K Sell
23,159
-300
-1% -$529 ﹤0.01% 710
2024
Q4 		$47.5K Buy
23,459
+1,420
+6% +$2.57K ﹤0.01% 737
2024
Q3 		$31.9K Hold
22,039
– – ﹤0.01% 761
2024
Q2 		$37.7K Hold
22,039
– – ﹤0.01% 729
2024
Q1 		$44.1K Buy
+22,039
New +$43.9K ﹤0.01% 755

Other funds holding FBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Financial Advocates Investment Management's FBIO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Fortress Biotech (FBIO) in Q3 2025, closing a stake of 23,009 shares — an estimated $42.8K sold.

Financial Advocates Investment Management first reported a position in FBIO in Q1 2024 and held it in 6 quarters. The position peaked at $47.5K in Q4 2024. 56 funds tracked by Wall St. Rank hold FBIO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Fortress Biotech position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,009 Fortress Biotech shares in Q3 2025, an estimated $42.8K.
  • Financial Advocates Investment Management first reported a position in Fortress Biotech in Q1 2024 and held it in 6 quarters.
  • Financial Advocates Investment Management's Fortress Biotech position peaked at $47.5K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Fortress Biotech as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.