Loring Wolcott & Coolidge Fiduciary Advisors’s Forge Global Holdings FRGE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2026 Q1	–	Sell	-88	Closed	-$3.92K	–	567
2025 Q4	$3.92K	Hold	88	–	–	﹤0.01%	521
2025 Q3	$1.43K	Hold	88	–	–	﹤0.01%	520
2025 Q2	$1.68K	Buy	+88	New	+$1.21K	﹤0.01%	509
2025 Q1	–	Sell	-88	Closed	-$980	–	566
2024 Q4	$980	Hold	88	–	–	﹤0.01%	530
2024 Q3	$1.58K	Hold	88	–	–	﹤0.01%	549
2024 Q2	$2.11K	Hold	88	–	–	﹤0.01%	536
2024 Q1	$2.53K	Hold	88	–	–	﹤0.01%	548
2023 Q4	$2.53K	Buy	+88	New	+$3.73K	﹤0.01%	535
2023 Q3	–	Sell	-264	Closed	-$9.62K	–	625
2023 Q2	$9.62K	Buy	+264	New	+$6.47K	﹤0.01%	543
2022 Q4	–	Sell	-616	Closed	-$16K	–	588
2022 Q3	$16K	Buy	+616	New	+$42.3K	﹤0.01%	499

Other funds holding FRGE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FRGE Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 88 shares — an estimated $3.92K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FRGE in Q3 2022 and held it in 10 quarters. The position peaked at $16K in Q3 2022. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 88 Forge Global Holdings shares in Q1 2026, an estimated $3.92K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Forge Global Holdings in Q3 2022 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Forge Global Holdings position peaked at $16K in Q3 2022.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.