SBI Securities’s Forge Global Holdings FRGE Stock Holding History

SBI Securities’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-18	Closed	-$802	–	4075
2025 Q4	$802	Buy	18 +4	+29%	+$135	﹤0.01%	2721
2025 Q3	$237	Sell	14 -44	-76%	-$817	﹤0.01%	3259
2025 Q2	$1.1K	Sell	58 -1	-2%	-$14	﹤0.01%	2638
2025 Q1	$501	Sell	59 -12	-17%	-$139	﹤0.01%	2874
2024 Q4	$997	Buy	+71	New	+$1.17K	﹤0.01%	2609

Other funds holding FRGE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities's FRGE Position: Q1 2026 in Review

SBI Securities sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 18 shares — an estimated $802 sold.

SBI Securities first reported a position in FRGE in Q4 2024 and held it in 5 quarters. The position peaked at $1.1K in Q2 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

SBI Securities reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
SBI Securities sold 18 Forge Global Holdings shares in Q1 2026, an estimated $802.
SBI Securities first reported a position in Forge Global Holdings in Q4 2024 and held it in 5 quarters.
SBI Securities's Forge Global Holdings position peaked at $1.1K in Q2 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.