HIIFS
FORTY

Harel Insurance Investments & Financial Services’s Formula Systems FORTY Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8K Hold
75
– – ﹤0.01% 519
2026
Q1 		$9K Buy
+75
New +$9.97K ﹤0.01% 491

Other funds holding FORTY

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FORTY Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Formula Systems (FORTY) position steady in Q2 2026 at 75 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Harel Insurance Investments & Financial Services first reported a position in FORTY in Q1 2026 and has held it in 2 quarters since. The position peaked at $9K in Q1 2026. 4 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 75 shares of Formula Systems worth $8K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its Formula Systems share count unchanged in Q2 2026.
  • Formula Systems made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #519 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Formula Systems in Q1 2026 and has held it in 2 quarters since.
  • Harel Insurance Investments & Financial Services's Formula Systems position peaked at $9K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.