Forum Financial Management’s MainStreet Bancshares MNSB Stock Holding History

Forum Financial Management’s Portfolio MNSB Stock Details MNSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,439	Closed	-$254K	–	1045
2025 Q2	$254K	Hold	13,439	–	–	﹤0.01%	769
2025 Q1	$225K	Hold	13,439	–	–	﹤0.01%	755
2024 Q4	$243K	Hold	13,439	–	–	﹤0.01%	745
2024 Q3	$248K	Hold	13,439	–	–	﹤0.01%	614
2024 Q2	$238K	Hold	13,439	–	–	﹤0.01%	585
2024 Q1	$244K	Hold	13,439	–	–	﹤0.01%	601
2023 Q4	$333K	Hold	13,439	–	–	0.01%	413
2023 Q3	$276K	Hold	13,439	–	–	0.01%	446
2023 Q2	$305K	Hold	13,439	–	–	0.01%	428
2023 Q1	$316K	Hold	13,439	–	–	0.01%	386
2022 Q4	$369K	Hold	13,439	–	–	0.01%	331
2022 Q3	$307K	Hold	13,439	–	–	0.01%	334
2022 Q2	$306K	Hold	13,439	–	–	0.02%	347
2022 Q1	$326K	Hold	13,439	–	–	0.02%	354
2021 Q4	$330K	Buy	+13,439	New	+$327K	0.02%	372

Other funds holding MNSB

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forum Financial Management's MNSB Position: Q3 2025 in Review

Forum Financial Management sold out of MainStreet Bancshares (MNSB) in Q3 2025, closing a stake of 13,439 shares — an estimated $254K sold.

Forum Financial Management first reported a position in MNSB in Q4 2021 and held it in 15 quarters. The position peaked at $369K in Q4 2022. 71 funds tracked by Wall St. Rank hold MNSB as of Q3 2025.

Forum Financial Management reported no remaining MainStreet Bancshares position as of Q3 2025 after selling out during the quarter.
Forum Financial Management sold 13,439 MainStreet Bancshares shares in Q3 2025, an estimated $254K.
Forum Financial Management first reported a position in MainStreet Bancshares in Q4 2021 and held it in 15 quarters.
Forum Financial Management's MainStreet Bancshares position peaked at $369K in Q4 2022.
71 funds tracked by Wall St. Rank held MainStreet Bancshares as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.