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Forum Financial Management’s Fox Class B FOX Stock Holding History

Forum Financial Management’s Portfolio FOX Stock Details FOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,848
Closed -$445K – 585
2025
Q4 		$445K Buy
6,848
+376
+6% +$22K 0.01% 537
2025
Q3 		$371K Buy
6,472
+755
+13% +$39.8K 0.01% 614
2025
Q2 		$295K Sell
5,717
-438
-7% -$21.3K ﹤0.01% 680
2025
Q1 		$324K Sell
6,155
-807
-12% -$40.1K 0.01% 556
2024
Q4 		$318K Buy
+6,962
New +$293K 0.01% 578

Other funds holding FOX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Financial Management sold out of Fox Class B (FOX) in Q1 2026, closing a stake of 6,848 shares — an estimated $445K sold.

Forum Financial Management first reported a position in FOX in Q4 2024 and held it in 5 quarters. The position peaked at $445K in Q4 2025. 531 funds tracked by Wall St. Rank hold FOX as of Q1 2026.

  • Forum Financial Management reported no remaining Fox Class B position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,848 Fox Class B shares in Q1 2026, an estimated $445K.
  • Forum Financial Management first reported a position in Fox Class B in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Fox Class B position peaked at $445K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Fox Class B as of Q1 2026.

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