LPL Financial’s Forum Markets FRMM Stock Holding History

LPL Financial’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
2025 Q4	–	Sell	-5,951	Closed	-$143K	–	5885
2025 Q3	$143K	Buy	+5,951	New	+$178K	﹤0.01%	5434

Other funds holding FRMM

ECP

Electric Capital Partners Palo Alto, California $118M AUM

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's FRMM Position: Q4 2025 in Review

LPL Financial sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 5,951 shares — an estimated $143K sold.

LPL Financial first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $143K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

LPL Financial reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 5,951 Forum Markets shares in Q4 2025, an estimated $143K.
LPL Financial first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
LPL Financial's Forum Markets position peaked at $143K in Q3 2025.
55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.