Wells Fargo’s Forian FORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1
| Closed | -$2 | – | 7396 |
|
|
2026
Q1 | $2 | Hold |
1
| – | – | ﹤0.01% | 7105 |
|
|
2025
Q4 | $2 | Hold |
1
| – | – | ﹤0.01% | 7029 |
|
|
2025
Q3 | $2 | Hold |
1
| – | – | ﹤0.01% | 6998 |
|
|
2025
Q2 | $2 | Hold |
1
| – | – | ﹤0.01% | 7059 |
|
|
2025
Q1 | $2 | Hold |
1
| – | – | ﹤0.01% | 6957 |
|
|
2024
Q4 | $2 | Hold |
1
| – | – | ﹤0.01% | 6981 |
|
|
2024
Q3 | $2 | Hold |
1
| – | – | ﹤0.01% | 6831 |
|
|
2024
Q2 | $3 | Sell |
1
-125
| -99% | -$339 | ﹤0.01% | 6770 |
|
|
2024
Q1 | $418 | Sell |
126
-1
| -0.8% | -$3 | ﹤0.01% | 6317 |
|
|
2023
Q4 | $372 | Hold |
127
| – | – | ﹤0.01% | 6446 |
|
|
2023
Q3 | $283 | Buy |
127
+16
| +14% | +$40 | ﹤0.01% | 6496 |
|
|
2023
Q2 | $272 | Buy |
111
+4
| +4% | +$11 | ﹤0.01% | 6616 |
|
|
2023
Q1 | $408 | Buy |
107
+2
| +2% | +$7 | ﹤0.01% | 6606 |
|
|
2022
Q4 | $287 | Buy |
105
+2
| +2% | +$6 | ﹤0.01% | 6522 |
|
|
2022
Q3 | $0 | Sell |
103
-11
| -10% | -$49 | ﹤0.01% | 6871 |
|
|
2022
Q2 | $1K | Sell |
114
-20,647
| -99% | -$79.5K | ﹤0.01% | 6507 |
|
|
2022
Q1 | $144K | Sell |
20,761
-15,794
| -43% | -$117K | ﹤0.01% | 5148 |
|
|
2021
Q4 | $330K | Buy |
36,555
+8,558
| +31% | +$81.9K | ﹤0.01% | 4984 |
|
|
2021
Q3 | $289K | Buy |
+27,997
| New | +$311K | ﹤0.01% | 4946 |
|
Other funds holding FORA
Wells Fargo's FORA Position: Q2 2026 in Review
Wells Fargo sold out of Forian (FORA) in Q2 2026, closing a stake of 1 share — an estimated $2 sold.
Wells Fargo first reported a position in FORA in Q3 2021 and held it in 19 quarters. The position peaked at $330K in Q4 2021. 1 fund tracked by Wall St. Rank holds FORA as of Q2 2026.
- Wells Fargo reported no remaining Forian position as of Q2 2026 after selling out during the quarter.
- Wells Fargo sold 1 Forian share in Q2 2026, an estimated $2.
- Wells Fargo first reported a position in Forian in Q3 2021 and held it in 19 quarters.
- Wells Fargo's Forian position peaked at $330K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Forian as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.