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Forum Financial Management’s Grand Canyon Education LOPE Stock Holding History

Forum Financial Management’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-918
Closed -$202K – 1040
2025
Q3 		$202K Buy
+918
New +$176K ﹤0.01% 972

Other funds holding LOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 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 LOPE Position: Q4 2025 in Review

Forum Financial Management sold out of Grand Canyon Education (LOPE) in Q4 2025, closing a stake of 918 shares — an estimated $202K sold.

Forum Financial Management first reported a position in LOPE in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 485 funds tracked by Wall St. Rank hold LOPE as of Q4 2025.

  • Forum Financial Management reported no remaining Grand Canyon Education position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 918 Grand Canyon Education shares in Q4 2025, an estimated $202K.
  • Forum Financial Management first reported a position in Grand Canyon Education in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's Grand Canyon Education position peaked at $202K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2025.

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