PS
FORTY

Principal Securities’s Formula Systems FORTY Stock Holding History

Principal Securities’s Portfolio FORTY Stock Details FORTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-71
Closed -$9.96K – 2130
2025
Q3 		$9.96K Hold
71
– – ﹤0.01% 2721
2025
Q2 		$9.07K Hold
71
– – ﹤0.01% 2645
2025
Q1 		$5.76K Hold
71
– – ﹤0.01% 2725
2024
Q4 		$5.76K Buy
+71
New +$5.97K ﹤0.01% 2722

Other funds holding FORTY

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Principal Securities's FORTY Position: Q4 2025 in Review

Principal Securities sold out of Formula Systems (FORTY) in Q4 2025, closing a stake of 71 shares — an estimated $9.96K sold.

Principal Securities first reported a position in FORTY in Q4 2024 and held it in 4 quarters. The position peaked at $9.96K in Q3 2025. 15 funds tracked by Wall St. Rank hold FORTY as of Q4 2025.

  • Principal Securities reported no remaining Formula Systems position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 71 Formula Systems shares in Q4 2025, an estimated $9.96K.
  • Principal Securities first reported a position in Formula Systems in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Formula Systems position peaked at $9.96K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Formula Systems as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.