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Forum Financial Management’s Post Holdings POST Stock Holding History

Forum Financial Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,261
Closed -$224K – 816
2025
Q4 		$224K Buy
2,261
+30
+1% +$3.11K ﹤0.01% 908
2025
Q3 		$240K Buy
2,231
+1
+0% +$107 ﹤0.01% 862
2025
Q2 		$243K Hold
2,230
– – ﹤0.01% 786
2025
Q1 		$259K Buy
2,230
+7
+0.3% +$777 ﹤0.01% 672
2024
Q4 		$254K Buy
2,223
+68
+3% +$7.75K ﹤0.01% 716
2024
Q3 		$249K Buy
2,155
+1
+0% +$112 ﹤0.01% 612
2024
Q2 		$224K Buy
2,154
+3
+0.1% +$312 ﹤0.01% 614
2024
Q1 		$229K Buy
+2,151
New +$216K ﹤0.01% 639

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Forum Financial Management sold out of Post Holdings (POST) in Q1 2026, closing a stake of 2,261 shares — an estimated $224K sold.

Forum Financial Management first reported a position in POST in Q1 2024 and held it in 8 quarters. The position peaked at $259K in Q1 2025. 428 funds tracked by Wall St. Rank hold POST as of Q1 2026.

  • Forum Financial Management reported no remaining Post Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,261 Post Holdings shares in Q1 2026, an estimated $224K.
  • Forum Financial Management first reported a position in Post Holdings in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Post Holdings position peaked at $259K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Post Holdings as of Q1 2026.

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