Nisa Investment Advisors
FRGE

Nisa Investment Advisors’s Forge Global Holdings FRGE Stock Holding History

Nisa Investment 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
-966
Closed -$43K – 3075
2025
Q4 		$43K Sell
966
-275
-22% -$9.29K ﹤0.01% 1664
2025
Q3 		$21K Hold
1,241
– – ﹤0.01% 1971
2025
Q2 		$23.6K Buy
+1,241
New +$17K ﹤0.01% 1861
2024
Q1 		– Sell
-789
Closed -$40.6K – 2809
2023
Q4 		$40.6K Buy
789
+124
+19% +$5.26K ﹤0.01% 1688
2023
Q3 		$20.2K Hold
665
– – ﹤0.01% 2012
2023
Q2 		$24.2K Buy
+665
New +$16.3K ﹤0.01% 2035

Other funds holding FRGE

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

Nisa Investment Advisors's FRGE Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 966 shares — an estimated $43K sold.

Nisa Investment Advisors first reported a position in FRGE in Q2 2023 and held it in 6 quarters. The position peaked at $43K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 966 Forge Global Holdings shares in Q1 2026, an estimated $43K.
  • Nisa Investment Advisors first reported a position in Forge Global Holdings in Q2 2023 and held it in 6 quarters.
  • Nisa Investment Advisors's Forge Global Holdings position peaked at $43K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.