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Steward Partners Investment Advisory’s Forte Biosciences FBRX Stock Holding History

Steward Partners Investment Advisory’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5K Hold
493
– – ﹤0.01% 3715
2026
Q1 		$12.8K Sell
493
-60
-11% -$1.73K ﹤0.01% 3450
2025
Q4 		$15.1K Hold
553
– – ﹤0.01% 3258
2025
Q3 		$8.29K Buy
+553
New +$6.37K ﹤0.01% 3477

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Steward Partners Investment Advisory's FBRX Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Forte Biosciences (FBRX) position steady in Q2 2026 at 493 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

Steward Partners Investment Advisory first reported a position in FBRX in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q4 2025. 41 funds tracked by Wall St. Rank hold FBRX as of Q2 2026.

  • Steward Partners Investment Advisory held 493 shares of Forte Biosciences worth $10.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its Forte Biosciences share count unchanged in Q2 2026.
  • Forte Biosciences made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3715 holding.
  • Steward Partners Investment Advisory first reported a position in Forte Biosciences in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Forte Biosciences position peaked at $15.1K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.