Shikiar Asset Management’s Fortress Biotech FBIO Stock Holding History

Shikiar Asset Management’s Portfolio FBIO Stock Details FBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$935K	Hold	305,469	–	–	0.24%	61
2026 Q1	$852K	Buy	305,469 +27,000	+10%	+$91.8K	0.25%	58
2025 Q4	$1.02M	Hold	278,469	–	–	0.25%	55
2025 Q3	$1.03M	Hold	278,469	–	–	0.26%	58
2025 Q2	$518K	Buy	278,469 +42,500	+18%	+$73.6K	0.14%	61
2025 Q1	$368K	Hold	235,969	–	–	0.11%	62
2024 Q4	$477K	Hold	235,969	–	–	0.13%	59
2024 Q3	$342K	Buy	235,969 +10,000	+4%	+$19K	0.09%	63
2024 Q2	$387K	Buy	225,969 +2,833	+1%	+$5.13K	0.1%	53
2024 Q1	$446K	Buy	223,136 +40,000	+22%	+$79.6K	0.13%	56
2023 Q4	$550K	Buy	183,136 +106,769	+140%	+$282K	0.17%	46
2023 Q3	$333K	Sell	76,367 -1,266	-2%	-$8.69K	0.12%	63
2023 Q2	$640K	Sell	77,633 -300	-0.4%	-$2.97K	0.21%	51
2023 Q1	$959K	Buy	+77,933	New	+$928K	0.34%	43
2022 Q3	$724K	Buy	56,100 +2,767	+5%	+$41.4K	0.29%	47
2022 Q2	$672K	Buy	53,333 +5,483	+11%	+$81.3K	0.26%	50
2022 Q1	$976K	Buy	47,850 +483	+1%	+$13.2K	0.28%	54
2021 Q4	$1.78M	Buy	47,367 +1,067	+2%	+$47.6K	0.45%	46
2021 Q3	$2.24M	Buy	46,300 +2,663	+6%	+$130K	0.63%	37
2021 Q2	$2.34M	Buy	43,637 +5,317	+14%	+$321K	0.66%	37
2021 Q1	$2.03M	Buy	38,320 +1,087	+3%	+$61.3K	0.69%	38
2020 Q4	$1.77M	Buy	37,233 +6,883	+23%	+$298K	0.64%	34
2020 Q3	$1.84M	Buy	30,350 +7,317	+32%	+$373K	0.71%	32
2020 Q2	$926K	Buy	23,033 +666	+3%	+$24.7K	0.42%	43
2020 Q1	$634K	Buy	22,367 +1,600	+8%	+$53.1K	0.43%	41
2019 Q4	$801K	Buy	20,767 +8,934	+76%	+$229K	0.27%	52
2019 Q3	$250K	Buy	11,833 +9,660	+445%	+$227K	0.1%	81
2019 Q2	$49K	Hold	2,173	–	–	0.02%	88
2019 Q1	$58K	Hold	2,173	–	–	0.02%	82
2018 Q4	$28K	Buy	2,173 +1,333	+159%	+$22.3K	0.01%	75
2018 Q3	$20K	Buy	+840	New	+$26.9K	0.01%	81

Other funds holding FBIO

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AIM

Axiom Investment Management New York $150M AUM

Shikiar Asset Management's FBIO Position: Q2 2026 in Review

Shikiar Asset Management held its Fortress Biotech (FBIO) position steady in Q2 2026 at 305,469 shares worth $935K. The position accounts for 0.24% of the portfolio, ranked #61.

Shikiar Asset Management first reported a position in FBIO in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.34M in Q2 2021. 10 funds tracked by Wall St. Rank hold FBIO as of Q2 2026.

Shikiar Asset Management held 305,469 shares of Fortress Biotech worth $935K as of Q2 2026.
Shikiar Asset Management left its Fortress Biotech share count unchanged in Q2 2026.
Fortress Biotech made up 0.24% of Shikiar Asset Management's portfolio in Q2 2026, its #61 holding.
Shikiar Asset Management first reported a position in Fortress Biotech in Q3 2018 and has held it in 31 quarters since.
Shikiar Asset Management's Fortress Biotech position peaked at $2.34M in Q2 2021.
10 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.