SBI Securities’s Formula Systems FORTY Stock Holding History

SBI 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
2026 Q3	$4.6K	Buy	+40	New	+$4.51K	﹤0.01%	2234
2026 Q2	–	Sell	-10	Closed	-$1.1K	–	4120
2026 Q1	$1.1K	Hold	10	–	–	﹤0.01%	2622
2025 Q4	$1.67K	Hold	10	–	–	﹤0.01%	2459
2025 Q3	$1.4K	Hold	10	–	–	﹤0.01%	2561
2025 Q2	$1.28K	Hold	10	–	–	﹤0.01%	2568
2025 Q1	$895	Hold	10	–	–	﹤0.01%	2633
2024 Q4	$890	Buy	+10	New	+$841	﹤0.01%	2663

Other funds holding FORTY

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

SBI Securities's FORTY Position: Q3 2026 in Review

SBI Securities opened a new position in Formula Systems (FORTY) in Q3 2026: 40 shares worth $4.6K. The stake represents ﹤0.01% of the portfolio and ranks #2234 among its holdings. This is a return to the name: SBI Securities previously reported a position in FORTY as recently as Q1 2026.

SBI Securities first reported a position in FORTY in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold FORTY as of Q3 2026.

SBI Securities held 40 shares of Formula Systems worth $4.6K as of Q3 2026.
Formula Systems was a new SBI Securities position in Q3 2026.
Formula Systems made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #2234 holding.
SBI Securities first reported a position in Formula Systems in Q4 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Formula Systems as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.