HPC
FRGE

HM Payson & Co’s Forge Global Holdings FRGE Stock Holding History

HM Payson & Co’s Portfolio FRGE Stock Details FRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-267
Closed -$2.25K – 1014
2025
Q1 		$2.25K Sell
267
-266
-50% -$3.07K ﹤0.01% 960
2024
Q4 		$7.45K Buy
+533
New +$8.78K ﹤0.01% 867

Other funds holding FRGE

RE
ROB Exploration New York $27.3M AUM 13.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HM Payson & Co's FRGE Position: Q2 2025 in Review

HM Payson & Co sold out of Forge Global Holdings (FRGE) in Q2 2025, closing a stake of 267 shares — an estimated $2.25K sold.

HM Payson & Co first reported a position in FRGE in Q4 2024 and held it in 2 quarters. The position peaked at $7.45K in Q4 2024. 68 funds tracked by Wall St. Rank hold FRGE as of Q2 2025.

  • HM Payson & Co reported no remaining Forge Global Holdings position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 267 Forge Global Holdings shares in Q2 2025, an estimated $2.25K.
  • HM Payson & Co first reported a position in Forge Global Holdings in Q4 2024 and held it in 2 quarters.
  • HM Payson & Co's Forge Global Holdings position peaked at $7.45K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Forge Global Holdings as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.