IAA
FORA

Independent Advisor Alliance’s Forian FORA Stock Holding History

Independent Advisor Alliance’s Portfolio FORA Stock Details FORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,215
Closed -$34.2K – 1024
2025
Q3 		$34.2K Hold
15,215
– – ﹤0.01% 932
2025
Q2 		$29.8K Hold
15,215
– – ﹤0.01% 875
2025
Q1 		$30.4K Hold
15,215
– – ﹤0.01% 801
2024
Q4 		$31.3K Sell
15,215
-10,276
-40% -$21.3K ﹤0.01% 1340
2024
Q3 		$55.1K Hold
25,491
– – ﹤0.01% 693
2024
Q2 		$67.6K Hold
25,491
– – ﹤0.01% 686
2024
Q1 		$84.6K Hold
25,491
– – ﹤0.01% 680
2023
Q4 		$74.6K Buy
25,491
+3,000
+13% +$7.71K ﹤0.01% 658
2023
Q3 		$50.2K Buy
22,491
+3,936
+21% +$9.78K ﹤0.01% 633
2023
Q2 		$45.5K Hold
18,555
– – ﹤0.01% 652
2023
Q1 		$70.7K Hold
18,555
– – ﹤0.01% 641
2022
Q4 		$51 Buy
18,555
+3,340
+22% +$10.2K ﹤0.01% 402
2022
Q3 		$51K Buy
+15,215
New +$67.1K ﹤0.01% 606

Other funds holding FORA

OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
Aufman Associates Sewickley, Pennsylvania $251M AUM 73.86% 1-Year Est. Return

Independent Advisor Alliance's FORA Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Forian (FORA) in Q4 2025, closing a stake of 15,215 shares — an estimated $34.2K sold.

Independent Advisor Alliance first reported a position in FORA in Q3 2022 and held it in 13 quarters. The position peaked at $84.6K in Q1 2024. 30 funds tracked by Wall St. Rank hold FORA as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Forian position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,215 Forian shares in Q4 2025, an estimated $34.2K.
  • Independent Advisor Alliance first reported a position in Forian in Q3 2022 and held it in 13 quarters.
  • Independent Advisor Alliance's Forian position peaked at $84.6K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Forian as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.