Raymond James Financial
FRMM

Raymond James Financial’s Forum Markets FRMM Stock Holding History

Raymond James Financial’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 		– Sell
-23,945
Closed -$117K – 5296
2025
Q4 		$117K Sell
23,945
-163
-0.7% -$2.3K ﹤0.01% 4902
2025
Q3 		$581K Buy
24,108
+24,107
+2,410,700% +$722K ﹤0.01% 4018
2025
Q2 		$10 Buy
+1
New +$10 ﹤0.01% 6942

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 13% 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 $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Financial's FRMM Position: Q1 2026 in Review

Raymond James Financial sold out of Forum Markets (FRMM) in Q1 2026, closing a stake of 23,945 shares — an estimated $117K sold.

Raymond James Financial first reported a position in FRMM in Q2 2025 and held it in 3 quarters. The position peaked at $581K in Q3 2025. 45 funds tracked by Wall St. Rank hold FRMM as of Q1 2026.

  • Raymond James Financial reported no remaining Forum Markets position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 23,945 Forum Markets shares in Q1 2026, an estimated $117K.
  • Raymond James Financial first reported a position in Forum Markets in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's Forum Markets position peaked at $581K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Forum Markets as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.