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Forum Financial Management’s Factset FDS Stock Holding History

Forum Financial Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-845
Closed -$242K – 1029
2025
Q3 		$242K Buy
845
+188
+29% +$71.8K ﹤0.01% 854
2025
Q2 		$294K Buy
657
+42
+7% +$18.4K ﹤0.01% 683
2025
Q1 		$280K Buy
615
+97
+19% +$44.2K ﹤0.01% 631
2024
Q4 		$249K Buy
+518
New +$246K ﹤0.01% 729

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Forum Financial Management sold out of Factset (FDS) in Q4 2025, closing a stake of 845 shares — an estimated $242K sold.

Forum Financial Management first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $294K in Q2 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Forum Financial Management reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 845 Factset shares in Q4 2025, an estimated $242K.
  • Forum Financial Management first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Factset position peaked at $294K in Q2 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

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