Forum Financial Management’s Pursuit Attractions and Hospitality Inc PRSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$493K	Hold	8,807	–	–	0.01%	215
2026 Q1	$323K	Buy	+8,807	New	+$314K	﹤0.01%	253
2025 Q3	–	Sell	-17,214	Closed	-$496K	–	1061
2025 Q2	$496K	Buy	17,214 +322	+2%	+$9.5K	0.01%	413
2025 Q1	$598K	Buy	16,892 +7,585	+81%	+$296K	0.01%	311
2024 Q4	$396K	Buy	9,307 +138	+2%	+$5.69K	0.01%	483
2024 Q3	$329K	Hold	9,169	–	–	0.01%	473
2024 Q2	$312K	Hold	9,169	–	–	0.01%	462
2024 Q1	$362K	Hold	9,169	–	–	0.01%	430
2023 Q4	$332K	Hold	9,169	–	–	0.01%	415
2023 Q3	$240K	Hold	9,169	–	–	0.01%	508
2023 Q2	$246K	Buy	+9,169	New	+$204K	0.01%	513
2022 Q2	–	Sell	-6,133	Closed	-$218K	–	668
2022 Q1	$218K	Buy	+6,133	New	+$224K	0.01%	531

Other funds holding PRSU

CPI

Crestview Partners IV New York $485M AUM 83.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Forum Financial Management held its Pursuit Attractions and Hospitality Inc (PRSU) position steady in Q2 2026 at 8,807 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #215.

Forum Financial Management first reported a position in PRSU in Q1 2022 and has held it in 12 quarters since. The position peaked at $598K in Q1 2025. 204 funds tracked by Wall St. Rank hold PRSU as of Q2 2026.

Forum Financial Management held 8,807 shares of Pursuit Attractions and Hospitality Inc worth $493K as of Q2 2026.
Forum Financial Management left its Pursuit Attractions and Hospitality Inc share count unchanged in Q2 2026.
Pursuit Attractions and Hospitality Inc made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #215 holding.
Forum Financial Management first reported a position in Pursuit Attractions and Hospitality Inc in Q1 2022 and has held it in 12 quarters since.
Forum Financial Management's Pursuit Attractions and Hospitality Inc position peaked at $598K in Q1 2025.
204 funds tracked by Wall St. Rank held Pursuit Attractions and Hospitality Inc as of Q2 2026.

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