FFM
SSII

Forum Financial Management’s SS Innovations International SSII Stock Holding History

Forum Financial Management’s Portfolio SSII Stock Details SSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Hold
38,469
– – ﹤0.01% 332
2026
Q1 		$192K Hold
38,469
– – ﹤0.01% 309
2025
Q4 		$219K Sell
38,469
-15,000
-28% -$104K ﹤0.01% 925
2025
Q3 		$348K Sell
53,469
-5,000
-9% -$32K ﹤0.01% 658
2025
Q2 		$344K Buy
+58,469
New +$442K 0.01% 587

Other funds holding SSII

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

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

Forum Financial Management held its SS Innovations International (SSII) position steady in Q2 2026 at 38,469 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Forum Financial Management first reported a position in SSII in Q2 2025 and has held it in 5 quarters since. The position peaked at $348K in Q3 2025. 10 funds tracked by Wall St. Rank hold SSII as of Q2 2026.

  • Forum Financial Management held 38,469 shares of SS Innovations International worth $160K as of Q2 2026.
  • Forum Financial Management left its SS Innovations International share count unchanged in Q2 2026.
  • SS Innovations International made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #332 holding.
  • Forum Financial Management first reported a position in SS Innovations International in Q2 2025 and has held it in 5 quarters since.
  • Forum Financial Management's SS Innovations International position peaked at $348K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held SS Innovations International as of Q2 2026.

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