SPIA
FRMM

Steward Partners Investment Advisory’s Forum Markets FRMM Stock Holding History

Steward Partners Investment Advisory’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
2025
Q4 		– Sell
-195
Closed -$4.7K – 4320
2025
Q3 		$4.7K Buy
+195
New +$5.84K ﹤0.01% 3675

Other funds holding FRMM

ECP
Electric Capital Partners Palo Alto, California $118M AUM
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's FRMM Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 195 shares — an estimated $4.7K sold.

Steward Partners Investment Advisory first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $4.7K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 195 Forum Markets shares in Q4 2025, an estimated $4.7K.
  • Steward Partners Investment Advisory first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Forum Markets position peaked at $4.7K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.