Forum Financial Management
BZAI icon

Forum Financial Management’s Blaize Holdings BZAI Stock Holding History

Forum Financial Management’s Portfolio BZAI Stock Details BZAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.8K Sell
68,732
-56,756
-45% -$44.3K ﹤0.01% 337
2026
Q2 		$173K Buy
125,488
+10,000
+9% +$17.6K ﹤0.01% 331
2026
Q1 		$210K Hold
115,488
– – ﹤0.01% 306
2025
Q4 		$225K Hold
115,488
– – ﹤0.01% 904
2025
Q3 		$398K Hold
115,488
– – 0.01% 578
2025
Q2 		$344K Hold
115,488
– – 0.01% 588
2025
Q1 		$233K Buy
+115,488
New +$522K ﹤0.01% 737

Other funds holding BZAI

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Owl Creek Wealth Partners
Owl Creek Wealth Partners Denver, Colorado $355M AUM
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Forum Financial Management's BZAI Position: Q3 2026 in Review

Forum Financial Management reduced its Blaize Holdings (BZAI) stake by 45% in Q3 2026, selling an estimated $44.3K and leaving 68,732 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Forum Financial Management first reported a position in BZAI in Q1 2025 and has held it in 7 quarters since. The position peaked at $398K in Q3 2025. 10 funds tracked by Wall St. Rank hold BZAI as of Q3 2026.

  • Forum Financial Management held 68,732 shares of Blaize Holdings worth $32.8K as of Q3 2026.
  • Forum Financial Management sold 56,756 Blaize Holdings shares in Q3 2026, an estimated $44.3K.
  • Blaize Holdings made up ﹤0.01% of Forum Financial Management's portfolio in Q3 2026, its #337 holding.
  • Forum Financial Management first reported a position in Blaize Holdings in Q1 2025 and has held it in 7 quarters since.
  • Forum Financial Management's Blaize Holdings position peaked at $398K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Blaize Holdings as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.