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Forum Financial Management’s CF Industries CF Stock Holding History

Forum Financial Management’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,217
Closed -$403K – 450
2025
Q4 		$403K Buy
5,217
+1
+0% +$82 0.01% 596
2025
Q3 		$468K Buy
5,216
+976
+23% +$87K 0.01% 487
2025
Q2 		$390K Sell
4,240
-137
-3% -$11.7K 0.01% 520
2025
Q1 		$342K Buy
4,377
+615
+16% +$51.6K 0.01% 531
2024
Q4 		$321K Buy
3,762
+196
+5% +$17K 0.01% 575
2024
Q3 		$306K Sell
3,566
-317
-8% -$24.5K 0.01% 504
2024
Q2 		$288K Buy
3,883
+322
+9% +$25K 0.01% 496
2024
Q1 		$296K Hold
3,561
– – 0.01% 507
2023
Q4 		$283K Hold
3,561
– – 0.01% 477
2023
Q3 		$305K Sell
3,561
-5
-0.1% -$395 0.01% 417
2023
Q2 		$248K Hold
3,566
– – 0.01% 509
2023
Q1 		$259K Hold
3,566
– – 0.01% 453
2022
Q4 		$304K Buy
3,566
+10
+0.3% +$1.01K 0.01% 391
2022
Q3 		$342K Hold
3,556
– – 0.02% 311
2022
Q2 		$305K Buy
3,556
+5
+0.1% +$486 0.02% 348
2022
Q1 		$365K Sell
3,551
-5
-0.1% -$404 0.02% 313
2021
Q4 		$252K Buy
+3,556
New +$223K 0.01% 494

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Forum Financial Management sold out of CF Industries (CF) in Q1 2026, closing a stake of 5,217 shares — an estimated $403K sold.

Forum Financial Management first reported a position in CF in Q4 2021 and held it in 17 quarters. The position peaked at $468K in Q3 2025. 917 funds tracked by Wall St. Rank hold CF as of Q1 2026.

  • Forum Financial Management reported no remaining CF Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,217 CF Industries shares in Q1 2026, an estimated $403K.
  • Forum Financial Management first reported a position in CF Industries in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's CF Industries position peaked at $468K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held CF Industries as of Q1 2026.

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