IWC
FRMM

Integrated Wealth Concepts’s Forum Markets FRMM Stock Holding History

Integrated Wealth Concepts’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2K Buy
+220
New +$962 ﹤0.01% 5492

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's FRMM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Forum Markets (FRMM) in Q2 2026: 220 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #5492 among its holdings.

39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Integrated Wealth Concepts held 220 shares of Forum Markets worth $1.2K as of Q2 2026.
  • Forum Markets was a new Integrated Wealth Concepts position in Q2 2026.
  • Forum Markets made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5492 holding.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.