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Forum Financial Management’s Fortress Biotech FBIO Stock Holding History

Forum Financial Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.9K Hold
10,000
– – ﹤0.01% 326
2025
Q4 		$36.6K Buy
+10,000
New +$28.5K ﹤0.01% 1007

Other funds holding FBIO

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Forum Financial Management held its Fortress Biotech (FBIO) position steady in Q1 2026 at 10,000 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Forum Financial Management first reported a position in FBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $36.6K in Q4 2025. 51 funds tracked by Wall St. Rank hold FBIO as of Q1 2026.

  • Forum Financial Management held 10,000 shares of Fortress Biotech worth $27.9K as of Q1 2026.
  • Forum Financial Management left its Fortress Biotech share count unchanged in Q1 2026.
  • Fortress Biotech made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #326 holding.
  • Forum Financial Management first reported a position in Fortress Biotech in Q4 2025 and has held it in 2 quarters since.
  • Forum Financial Management's Fortress Biotech position peaked at $36.6K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Fortress Biotech as of Q1 2026.

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