RG
FRMM

Rathbones Group’s Forum Markets FRMM Stock Holding History

Rathbones 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
2025
Q1 		– Sell
-7,000
Closed -$127K – 606
2024
Q4 		$127K Buy
+7,000
New +$183K ﹤0.01% 557
2022
Q4 		– Sell
-13
Closed -$33K – 425
2022
Q3 		$33K Hold
13
– – ﹤0.01% 411
2022
Q2 		$42K Hold
13
– – ﹤0.01% 421
2022
Q1 		$130K Hold
13
– – ﹤0.01% 403
2021
Q4 		$195K Buy
+13
New +$232K ﹤0.01% 396

Other funds holding FRMM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Rathbones Group's FRMM Position: Q1 2025 in Review

Rathbones Group sold out of Forum Markets (FRMM) in Q1 2025, closing a stake of 7,000 shares — an estimated $127K sold.

Rathbones Group first reported a position in FRMM in Q4 2021 and held it in 5 quarters. The position peaked at $195K in Q4 2021. 7 funds tracked by Wall St. Rank hold FRMM as of Q1 2025.

  • Rathbones Group reported no remaining Forum Markets position as of Q1 2025 after selling out during the quarter.
  • Rathbones Group sold 7,000 Forum Markets shares in Q1 2025, an estimated $127K.
  • Rathbones Group first reported a position in Forum Markets in Q4 2021 and held it in 5 quarters.
  • Rathbones Group's Forum Markets position peaked at $195K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Forum Markets as of Q1 2025.

Based on Rathbones Group's 13F filing for Q1 2025, filed 13 May 2025.