IFWM
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Institute for Wealth Management’s FormFactor FORM Stock Holding History

Institute for Wealth Management’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
Q2 		$58.4K Buy
+365
New +$48.4K 0.01% 833

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GFM
GF Fund Management Guangzhou, China $8.34B AUM 165.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institute for Wealth Management's FORM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in FormFactor (FORM) in Q2 2026: 365 shares worth $58.4K. The stake represents 0.01% of the portfolio and ranks #833 among its holdings.

227 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • Institute for Wealth Management held 365 shares of FormFactor worth $58.4K as of Q2 2026.
  • FormFactor was a new Institute for Wealth Management position in Q2 2026.
  • FormFactor made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #833 holding.
  • 227 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.