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Forum Financial Management’s Ryder R Stock Holding History

Forum Financial Management’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,751
Closed -$335K – 828
2025
Q4 		$335K Hold
1,751
– – ﹤0.01% 688
2025
Q3 		$330K Buy
1,751
+101
+6% +$18.2K ﹤0.01% 682
2025
Q2 		$262K Buy
1,650
+149
+10% +$21.9K ﹤0.01% 744
2025
Q1 		$216K Buy
1,501
+217
+17% +$33.8K ﹤0.01% 775
2024
Q4 		$201K Buy
+1,284
New +$201K ﹤0.01% 851

Other funds holding R

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Forum Financial Management sold out of Ryder (R) in Q1 2026, closing a stake of 1,751 shares — an estimated $335K sold.

Forum Financial Management first reported a position in R in Q4 2024 and held it in 5 quarters. The position peaked at $335K in Q4 2025. 528 funds tracked by Wall St. Rank hold R as of Q1 2026.

  • Forum Financial Management reported no remaining Ryder position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,751 Ryder shares in Q1 2026, an estimated $335K.
  • Forum Financial Management first reported a position in Ryder in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Ryder position peaked at $335K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Ryder as of Q1 2026.

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