Forum Financial Management’s Northfield Bancorp NFBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-30,120	Closed	-$408K	–	362
2026 Q1	$408K	Sell	30,120 -1,752	-5%	-$22.6K	0.01%	221
2025 Q4	$364K	Hold	31,872	–	–	﹤0.01%	648
2025 Q3	$376K	Hold	31,872	–	–	0.01%	603
2025 Q2	$366K	Hold	31,872	–	–	0.01%	553
2025 Q1	$348K	Hold	31,872	–	–	0.01%	520
2024 Q4	$370K	Hold	31,872	–	–	0.01%	508
2024 Q3	$370K	Hold	31,872	–	–	0.01%	432
2024 Q2	$302K	Hold	31,872	–	–	0.01%	476
2024 Q1	$310K	Hold	31,872	–	–	0.01%	491
2023 Q4	$401K	Hold	31,872	–	–	0.01%	356
2023 Q3	$301K	Hold	31,872	–	–	0.01%	422
2023 Q2	$350K	Hold	31,872	–	–	0.01%	391
2023 Q1	$375K	Hold	31,872	–	–	0.01%	337
2022 Q4	$501K	Hold	31,872	–	–	0.02%	255
2022 Q3	$456K	Buy	31,872 +356	+1%	+$5.15K	0.02%	236
2022 Q2	$411K	Hold	31,516	–	–	0.02%	269
2022 Q1	$452K	Hold	31,516	–	–	0.02%	263
2021 Q4	$509K	Buy	+31,516	New	+$544K	0.03%	245

Other funds holding NFBK

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Forum Financial Management's NFBK Position: Q2 2026 in Review

Forum Financial Management sold out of Northfield Bancorp (NFBK) in Q2 2026, closing a stake of 30,120 shares — an estimated $408K sold.

Forum Financial Management first reported a position in NFBK in Q4 2021 and held it in 18 quarters. The position peaked at $509K in Q4 2021. 20 funds tracked by Wall St. Rank hold NFBK as of Q2 2026.

Forum Financial Management reported no remaining Northfield Bancorp position as of Q2 2026 after selling out during the quarter.
Forum Financial Management sold 30,120 Northfield Bancorp shares in Q2 2026, an estimated $408K.
Forum Financial Management first reported a position in Northfield Bancorp in Q4 2021 and held it in 18 quarters.
Forum Financial Management's Northfield Bancorp position peaked at $509K in Q4 2021.
20 funds tracked by Wall St. Rank held Northfield Bancorp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.