Steve Schonfeld’s Forum Markets FRMM Stock Holding History

Steve Schonfeld’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 Q2	–	Sell	-56,285	Closed	-$163K	–	2602
2026 Q1	$163K	Sell	56,285 -99,462	-64%	-$380K	﹤0.01%	1796
2025 Q4	$763K	Buy	+155,747	New	+$2.2M	﹤0.01%	1233

Other funds holding FRMM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steve Schonfeld's FRMM Position: Q2 2026 in Review

Steve Schonfeld sold out of Forum Markets (FRMM) in Q2 2026, closing a stake of 56,285 shares — an estimated $163K sold.

Steve Schonfeld first reported a position in FRMM in Q4 2025 and held it in 2 quarters. The position peaked at $763K in Q4 2025. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

Steve Schonfeld reported no remaining Forum Markets position as of Q2 2026 after selling out during the quarter.
Steve Schonfeld sold 56,285 Forum Markets shares in Q2 2026, an estimated $163K.
Steve Schonfeld first reported a position in Forum Markets in Q4 2025 and held it in 2 quarters.
Steve Schonfeld's Forum Markets position peaked at $763K in Q4 2025.
39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.