Forum Financial Management’s Fortune Brands Innovations FBIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,672	Closed	-$241K	–	1027
2025 Q2	$241K	Buy	4,672 +1,369	+41%	+$71.6K	﹤0.01%	796
2025 Q1	$201K	Buy	3,303 +8	+0.2%	+$537	﹤0.01%	819
2024 Q4	$225K	Hold	3,295	–	–	﹤0.01%	783
2024 Q3	$295K	Buy	3,295 +5	+0.2%	+$383	﹤0.01%	527
2024 Q2	$214K	Buy	3,290 +4	+0.1%	+$289	﹤0.01%	648
2024 Q1	$278K	Buy	3,286 +3	+0.1%	+$238	﹤0.01%	529
2023 Q4	$250K	Hold	3,283	–	–	﹤0.01%	541
2023 Q3	$204K	Hold	3,283	–	–	﹤0.01%	588
2023 Q2	$236K	Buy	+3,283	New	+$209K	0.01%	533
2022 Q2	–	Sell	-3,711	Closed	-$235K	–	604
2022 Q1	$235K	Buy	3,711 +77	+2%	+$5.92K	0.01%	496
2021 Q4	$332K	Buy	+3,634	New	+$315K	0.02%	370

Other funds holding FBIN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Forum Financial Management's FBIN Position: Q3 2025 in Review

Forum Financial Management sold out of Fortune Brands Innovations (FBIN) in Q3 2025, closing a stake of 4,672 shares — an estimated $241K sold.

Forum Financial Management first reported a position in FBIN in Q4 2021 and held it in 11 quarters. The position peaked at $332K in Q4 2021. 541 funds tracked by Wall St. Rank hold FBIN as of Q3 2025.

Forum Financial Management reported no remaining Fortune Brands Innovations position as of Q3 2025 after selling out during the quarter.
Forum Financial Management sold 4,672 Fortune Brands Innovations shares in Q3 2025, an estimated $241K.
Forum Financial Management first reported a position in Fortune Brands Innovations in Q4 2021 and held it in 11 quarters.
Forum Financial Management's Fortune Brands Innovations position peaked at $332K in Q4 2021.
541 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.