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Forum Financial Management’s Fox Class A FOXA Stock Holding History

Forum Financial Management’s Portfolio FOXA Stock Details FOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,253
Closed -$457K – 586
2025
Q4 		$457K Buy
6,253
+270
+5% +$17.6K 0.01% 524
2025
Q3 		$377K Buy
5,983
+2
+0% +$116 0.01% 602
2025
Q2 		$335K Sell
5,981
-165
-3% -$8.7K 0.01% 611
2025
Q1 		$348K Sell
6,146
-523
-8% -$27.7K 0.01% 518
2024
Q4 		$324K Buy
+6,669
New +$300K 0.01% 568

Other funds holding FOXA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Forum Financial Management sold out of Fox Class A (FOXA) in Q1 2026, closing a stake of 6,253 shares — an estimated $457K sold.

Forum Financial Management first reported a position in FOXA in Q4 2024 and held it in 5 quarters. The position peaked at $457K in Q4 2025. 737 funds tracked by Wall St. Rank hold FOXA as of Q1 2026.

  • Forum Financial Management reported no remaining Fox Class A position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,253 Fox Class A shares in Q1 2026, an estimated $457K.
  • Forum Financial Management first reported a position in Fox Class A in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Fox Class A position peaked at $457K in Q4 2025.
  • 737 funds tracked by Wall St. Rank held Fox Class A as of Q1 2026.

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