WANY
FRMM

Wealthspire Advisors (New York)’s Forum Markets FRMM Stock Holding History

Wealthspire Advisors (New York)’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
-50
Closed -$1.21K – 1172
2025
Q3 		$1.21K Buy
+50
New +$1.5K ﹤0.01% 2715

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 12.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 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 $6.73T AUM 46.02% 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

Wealthspire Advisors (New York)'s FRMM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Forum Markets (FRMM) in Q4 2025, closing a stake of 50 shares — an estimated $1.21K sold.

Wealthspire Advisors (New York) first reported a position in FRMM in Q3 2025 and held it in 1 quarter. The position peaked at $1.21K in Q3 2025. 55 funds tracked by Wall St. Rank hold FRMM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Forum Markets position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 50 Forum Markets shares in Q4 2025, an estimated $1.21K.
  • Wealthspire Advisors (New York) first reported a position in Forum Markets in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Forum Markets position peaked at $1.21K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Forum Markets as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.