FFM
AVR

Forum Financial Management’s Anteris Technologies AVR Stock Holding History

Forum Financial Management’s Portfolio AVR Stock Details AVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$108K Buy
+10,927
New +$83.1K ﹤0.01% 339

Other funds holding AVR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Forum Financial Management's AVR Position: Q2 2026 in Review

Forum Financial Management opened a new position in Anteris Technologies (AVR) in Q2 2026: 10,927 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

16 funds tracked by Wall St. Rank hold AVR as of Q2 2026.

  • Forum Financial Management held 10,927 shares of Anteris Technologies worth $108K as of Q2 2026.
  • Anteris Technologies was a new Forum Financial Management position in Q2 2026.
  • Anteris Technologies made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #339 holding.
  • 16 funds tracked by Wall St. Rank held Anteris Technologies as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.