SS
FORTY

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
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

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SBI Securities's FORTY Position: Q2 2026 in Review

SBI Securities sold out of Formula Systems (FORTY) in Q2 2026, closing a stake of 10 shares — an estimated $1.1K sold.

SBI Securities first reported a position in FORTY in Q4 2024 and held it in 6 quarters. The position peaked at $1.67K in Q4 2025. 4 funds tracked by Wall St. Rank hold FORTY as of Q2 2026.

  • SBI Securities reported no remaining Formula Systems position as of Q2 2026 after selling out during the quarter.
  • SBI Securities sold 10 Formula Systems shares in Q2 2026, an estimated $1.1K.
  • SBI Securities first reported a position in Formula Systems in Q4 2024 and held it in 6 quarters.
  • SBI Securities's Formula Systems position peaked at $1.67K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Formula Systems as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.