PWMG
FRMM

Prestige Wealth Management Group’s Forum Markets FRMM Stock Holding History

Prestige Wealth Management Group’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
Q1 		$18 Hold
6
– – ﹤0.01% 1118
2025
Q4 		$30 Sell
6
-1
-14% -$14 ﹤0.01% 1005
2025
Q3 		$157 Buy
+7
New +$210 ﹤0.01% 980

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prestige Wealth Management Group's FRMM Position: Q1 2026 in Review

Prestige Wealth Management Group held its Forum Markets (FRMM) position steady in Q1 2026 at 6 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Prestige Wealth Management Group first reported a position in FRMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $157 in Q3 2025. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

  • Prestige Wealth Management Group held 6 shares of Forum Markets worth $18 as of Q1 2026.
  • Prestige Wealth Management Group left its Forum Markets share count unchanged in Q1 2026.
  • Forum Markets made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1118 holding.
  • Prestige Wealth Management Group first reported a position in Forum Markets in Q3 2025 and has held it in 3 quarters since.
  • Prestige Wealth Management Group's Forum Markets position peaked at $157 in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.