Forum Finance Group’s Baillie Gifford Long Term Global Growth ETF BGGG Stock Holding History

Forum Finance Group’s Portfolio BGGG Stock Details BGGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$831K	Buy	+29,147	New	+$1.01M	0.3%	82

Other funds holding BGGG

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

SAM

Stembrook Asset Management Red Bank, New Jersey $116M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Forum Finance Group's BGGG Position: Q2 2026 in Review

Forum Finance Group opened a new position in Baillie Gifford Long Term Global Growth ETF (BGGG) in Q2 2026: 29,147 shares worth $831K. The stake represents 0.3% of the portfolio and ranks #82 among its holdings.

27 funds tracked by Wall St. Rank hold BGGG as of Q2 2026.

Forum Finance Group held 29,147 shares of Baillie Gifford Long Term Global Growth ETF worth $831K as of Q2 2026.
Baillie Gifford Long Term Global Growth ETF was a new Forum Finance Group position in Q2 2026.
Baillie Gifford Long Term Global Growth ETF made up 0.3% of Forum Finance Group's portfolio in Q2 2026, its #82 holding.
27 funds tracked by Wall St. Rank held Baillie Gifford Long Term Global Growth ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.