Stokes Family Office’s Forum Markets FRMM Stock Holding History

Stokes Family Office’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	$5.2M	Buy	958,275 +190,475	+25%	+$833K	0.61%	48
2026 Q1	$2.22M	Buy	+767,800	New	+$2.93M	0.23%	91

Other funds holding FRMM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stokes Family Office's FRMM Position: Q2 2026 in Review

Stokes Family Office increased its Forum Markets (FRMM) stake by 25% in Q2 2026, buying an estimated $833K and bringing the position to 958,275 shares worth $5.2M. The position accounts for 0.61% of the portfolio, ranked #48.

Stokes Family Office first reported a position in FRMM in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

Stokes Family Office held 958,275 shares of Forum Markets worth $5.2M as of Q2 2026.
Stokes Family Office bought 190,475 Forum Markets shares in Q2 2026, an estimated $833K.
Forum Markets made up 0.61% of Stokes Family Office's portfolio in Q2 2026, its #48 holding.
Stokes Family Office first reported a position in Forum Markets in Q1 2026 and has held it in 2 quarters since.
39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.