PWMG
FORM icon

Private Wealth Management Group’s FormFactor FORM Stock Holding History

Private Wealth Management Group’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.78K Hold
39
– – ﹤0.01% 868
2025
Q4 		$2.18K Hold
39
– – ﹤0.01% 1057
2025
Q3 		$1.42K Hold
39
– – ﹤0.01% 1196
2025
Q2 		$1.34K Hold
39
– – ﹤0.01% 1195
2025
Q1 		$1.1K Sell
39
-27
-41% -$992 ﹤0.01% 1237
2024
Q4 		$2.9K Hold
66
– – ﹤0.01% 952
2024
Q3 		$3.04K Hold
66
– – ﹤0.01% 914
2024
Q2 		$4K Hold
66
– – ﹤0.01% 794
2024
Q1 		$3.01K Hold
66
– – ﹤0.01% 808
2023
Q4 		$2.75K Buy
+66
New +$2.41K ﹤0.01% 835

Other funds holding FORM

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VPM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return