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Forum Financial Management’s Cable One CABO Stock Holding History

Forum Financial Management’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,740
Closed -$308K – 1019
2025
Q3 		$308K Hold
1,740
– – ﹤0.01% 723
2025
Q2 		$236K Hold
1,740
– – ﹤0.01% 805
2025
Q1 		$462K Hold
1,740
– – 0.01% 403
2024
Q4 		$630K Buy
+1,740
New +$651K 0.01% 309

Other funds holding CABO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's CABO Position: Q4 2025 in Review

Forum Financial Management sold out of Cable One (CABO) in Q4 2025, closing a stake of 1,740 shares — an estimated $308K sold.

Forum Financial Management first reported a position in CABO in Q4 2024 and held it in 4 quarters. The position peaked at $630K in Q4 2024. 215 funds tracked by Wall St. Rank hold CABO as of Q4 2025.

  • Forum Financial Management reported no remaining Cable One position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 1,740 Cable One shares in Q4 2025, an estimated $308K.
  • Forum Financial Management first reported a position in Cable One in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Cable One position peaked at $630K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Cable One as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.