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Forum Financial Management’s FirstCash FCFS Stock Holding History

Forum Financial Management’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,701
Closed -$271K – 566
2025
Q4 		$271K Buy
1,701
+1
+0.1% +$158 ﹤0.01% 803
2025
Q3 		$269K Buy
1,700
+1
+0.1% +$140 ﹤0.01% 796
2025
Q2 		$230K Buy
1,699
+3
+0.2% +$384 ﹤0.01% 823
2025
Q1 		$204K Buy
+1,696
New +$192K ﹤0.01% 808
2024
Q2 		– Sell
-1,690
Closed -$216K – 741
2024
Q1 		$216K Buy
+1,690
New +$196K ﹤0.01% 668

Other funds holding FCFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Forum Financial Management sold out of FirstCash (FCFS) in Q1 2026, closing a stake of 1,701 shares — an estimated $271K sold.

Forum Financial Management first reported a position in FCFS in Q1 2024 and held it in 5 quarters. The position peaked at $271K in Q4 2025. 471 funds tracked by Wall St. Rank hold FCFS as of Q1 2026.

  • Forum Financial Management reported no remaining FirstCash position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,701 FirstCash shares in Q1 2026, an estimated $271K.
  • Forum Financial Management first reported a position in FirstCash in Q1 2024 and held it in 5 quarters.
  • Forum Financial Management's FirstCash position peaked at $271K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held FirstCash as of Q1 2026.

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