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Forum Financial Management’s Teekay Tankers TNK Stock Holding History

Forum Financial Management’s Portfolio TNK Stock Details TNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,265
Closed -$495K – 928
2025
Q4 		$495K Buy
9,265
+2,863
+45% +$161K 0.01% 477
2025
Q3 		$324K Buy
+6,402
New +$304K ﹤0.01% 697

Other funds holding TNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCS
Mercuria Capital Strategies Houston, Texas $163M AUM 258.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SSCM
Summit Street Capital Management New York $713M AUM 121.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Forum Financial Management sold out of Teekay Tankers (TNK) in Q1 2026, closing a stake of 9,265 shares — an estimated $495K sold.

Forum Financial Management first reported a position in TNK in Q3 2025 and held it in 2 quarters. The position peaked at $495K in Q4 2025. 242 funds tracked by Wall St. Rank hold TNK as of Q1 2026.

  • Forum Financial Management reported no remaining Teekay Tankers position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,265 Teekay Tankers shares in Q1 2026, an estimated $495K.
  • Forum Financial Management first reported a position in Teekay Tankers in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Teekay Tankers position peaked at $495K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Teekay Tankers as of Q1 2026.

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