Forum Financial Management’s Arcosa ACA Stock Holding History

Forum Financial Management’s Portfolio ACA Stock Details ACA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,932	Closed	-$205K	–	337
2025 Q4	$205K	Buy	+1,932	New	+$195K	﹤0.01%	963

Other funds holding ACA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Forum Financial Management's ACA Position: Q1 2026 in Review

Forum Financial Management sold out of Arcosa (ACA) in Q1 2026, closing a stake of 1,932 shares — an estimated $205K sold.

Forum Financial Management first reported a position in ACA in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 372 funds tracked by Wall St. Rank hold ACA as of Q1 2026.

Forum Financial Management reported no remaining Arcosa position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,932 Arcosa shares in Q1 2026, an estimated $205K.
Forum Financial Management first reported a position in Arcosa in Q4 2025 and held it in 1 quarter.
Forum Financial Management's Arcosa position peaked at $205K in Q4 2025.
372 funds tracked by Wall St. Rank held Arcosa as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.