Wealthspire Advisors (New York)
FRMM icon

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
2026
Q2 		$308K Buy
+56,653
New +$248K ﹤0.01% 984
2025
Q4 		– Sell
-50
Closed -$1.21K – 1172
2025
Q3 		$1.21K Buy
+50
New +$1.5K ﹤0.01% 2715

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UBS Group
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Wealthspire Advisors (New York)'s FRMM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Forum Markets (FRMM) in Q2 2026: 56,653 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #984 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in FRMM as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in FRMM in Q3 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Wealthspire Advisors (New York) held 56,653 shares of Forum Markets worth $308K as of Q2 2026.
  • Forum Markets was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Forum Markets made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #984 holding.
  • Wealthspire Advisors (New York) first reported a position in Forum Markets in Q3 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.