IFG
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Independent Financial Group’s FormFactor FORM Stock Holding History

Independent Financial Group’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$456K Sell
3,051
-6,741
-69% -$770K 0.01% 1053
2026
Q2 		$1.57M Buy
9,792
+7,350
+301% +$975K 0.03% 526
2026
Q1 		$237K Buy
+2,442
New +$210K 0.01% 1294

Other funds holding FORM

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Independent Financial Group's FORM Position: Q3 2026 in Review

Independent Financial Group reduced its FormFactor (FORM) stake by 69% in Q3 2026, selling an estimated $770K and leaving 3,051 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1053.

Independent Financial Group first reported a position in FORM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.57M in Q2 2026. 21 funds tracked by Wall St. Rank hold FORM as of Q3 2026.

  • Independent Financial Group held 3,051 shares of FormFactor worth $456K as of Q3 2026.
  • Independent Financial Group sold 6,741 FormFactor shares in Q3 2026, an estimated $770K.
  • FormFactor made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1053 holding.
  • Independent Financial Group first reported a position in FormFactor in Q1 2026 and has held it in 3 quarters since.
  • Independent Financial Group's FormFactor position peaked at $1.57M in Q2 2026.
  • 21 funds tracked by Wall St. Rank held FormFactor as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.