FFM
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Forum Financial Management’s FTAI Aviation FTAI Stock Holding History

Forum Financial Management’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,606
Closed -$316K – 589
2025
Q4 		$316K Buy
1,606
+4
+0.2% +$682 ﹤0.01% 720
2025
Q3 		$267K Buy
+1,602
New +$228K ﹤0.01% 803

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Forum Financial Management sold out of FTAI Aviation (FTAI) in Q1 2026, closing a stake of 1,606 shares — an estimated $316K sold.

Forum Financial Management first reported a position in FTAI in Q3 2025 and held it in 2 quarters. The position peaked at $316K in Q4 2025. 612 funds tracked by Wall St. Rank hold FTAI as of Q1 2026.

  • Forum Financial Management reported no remaining FTAI Aviation position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,606 FTAI Aviation shares in Q1 2026, an estimated $316K.
  • Forum Financial Management first reported a position in FTAI Aviation in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's FTAI Aviation position peaked at $316K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2026.

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