Forteris Wealth Management’s Ford F Stock Holding History

Forteris Wealth Management’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$643K	Hold	46,240	–	–	0.53%	41
2026 Q1	$534K	Hold	46,240	–	–	0.51%	45
2025 Q4	$607K	Buy	+46,240	New	+$596K	0.6%	40

Other funds holding F

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Forteris Wealth Management's F Position: Q2 2026 in Review

Forteris Wealth Management held its Ford (F) position steady in Q2 2026 at 46,240 shares worth $643K. The position accounts for 0.53% of the portfolio, ranked #41.

Forteris Wealth Management first reported a position in F in Q4 2025 and has held it in 3 quarters since. 1,060 funds tracked by Wall St. Rank hold F as of Q2 2026.

Forteris Wealth Management held 46,240 shares of Ford worth $643K as of Q2 2026.
Forteris Wealth Management left its Ford share count unchanged in Q2 2026.
Ford made up 0.53% of Forteris Wealth Management's portfolio in Q2 2026, its #41 holding.
Forteris Wealth Management first reported a position in Ford in Q4 2025 and has held it in 3 quarters since.
1,060 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.