Sunbelt Securities’s Forge Global Holdings FRGE Stock Holding History

Sunbelt Securities’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$89	–	3009
2025 Q4	$89	Hold	2	–	–	﹤0.01%	2567
2025 Q3	$34	Buy	+2	New	+$37	﹤0.01%	2626

Other funds holding FRGE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities's FRGE Position: Q1 2026 in Review

Sunbelt Securities sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 2 shares — an estimated $89 sold.

Sunbelt Securities first reported a position in FRGE in Q3 2025 and held it in 2 quarters. The position peaked at $89 in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Sunbelt Securities reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 2 Forge Global Holdings shares in Q1 2026, an estimated $89.
Sunbelt Securities first reported a position in Forge Global Holdings in Q3 2025 and held it in 2 quarters.
Sunbelt Securities's Forge Global Holdings position peaked at $89 in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.