Wells Fargo
FRMM

Wells Fargo’s Forum Markets FRMM Stock Holding History

Wells Fargo’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 		$2.63K Sell
484
-1,235
-72% -$5.4K ﹤0.01% 6332
2026
Q1 		$4.97K Sell
1,719
-569
-25% -$2.17K ﹤0.01% 6123
2025
Q4 		$11.2K Sell
2,288
-7,542
-77% -$106K ﹤0.01% 5924
2025
Q3 		$237K Buy
+9,830
New +$294K ﹤0.01% 4840
2024
Q2 		– Hold
0
– -$9 – 6911
2024
Q1 		– Hold
0
– – – 7304
2023
Q4 		– Hold
0
– – – 7358
2023
Q3 		– Hold
0
– – – 7174
2023
Q2 		– Hold
0
– – – 7115
2023
Q1 		– Hold
0
– – – 7358
2022
Q4 		– Hold
0
– – – 7122
2022
Q3 		– Hold
0
– – – 6637
2022
Q2 		– Hold
0
– – – 6777
2022
Q1 		– Hold
0
– – – 7026
2021
Q4 		– Hold
0
– – – 6961
2021
Q3 		– Hold
0
– – – 6651
2021
Q2 		– Hold
0
– – – 6618
2021
Q1 		– Hold
0
– – – 6686
2020
Q4 		– Hold
0
– – – 6472

Other funds holding FRMM

SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo's FRMM Position: Q2 2026 in Review

Wells Fargo reduced its Forum Markets (FRMM) stake by 72% in Q2 2026, selling an estimated $5.4K and leaving 484 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #6332.

Wells Fargo first reported a position in FRMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $237K in Q3 2025. 39 funds tracked by Wall St. Rank hold FRMM as of Q2 2026.

  • Wells Fargo held 484 shares of Forum Markets worth $2.63K as of Q2 2026.
  • Wells Fargo sold 1,235 Forum Markets shares in Q2 2026, an estimated $5.4K.
  • Forum Markets made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6332 holding.
  • Wells Fargo first reported a position in Forum Markets in Q3 2025 and has held it in 4 quarters since.
  • Wells Fargo's Forum Markets position peaked at $237K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Forum Markets as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.