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Summit Trail Advisors’s FormFactor FORM Stock Holding History

Summit Trail Advisors’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Buy
3,000
+446
+17% +$59.2K 0.01% 1228
2026
Q1 		$248K Buy
+2,554
New +$220K ﹤0.01% 1333
2018
Q1 		– Sell
-4,040
Closed -$62K – 873
2017
Q4 		$62K Buy
+4,040
New +$67.6K 0.01% 764

Other funds holding FORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Trail Advisors's FORM Position: Q2 2026 in Review

Summit Trail Advisors increased its FormFactor (FORM) stake by 17% in Q2 2026, buying an estimated $59.2K and bringing the position to 3,000 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #1228.

Summit Trail Advisors first reported a position in FORM in Q4 2017 and has held it in 3 quarters since. 510 funds tracked by Wall St. Rank hold FORM as of Q2 2026.

  • Summit Trail Advisors held 3,000 shares of FormFactor worth $480K as of Q2 2026.
  • Summit Trail Advisors bought 446 FormFactor shares in Q2 2026, an estimated $59.2K.
  • FormFactor made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1228 holding.
  • Summit Trail Advisors first reported a position in FormFactor in Q4 2017 and has held it in 3 quarters since.
  • 510 funds tracked by Wall St. Rank held FormFactor as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.