Forum Financial Management, LP Banks—Regional

Forum Financial Management, LP

  • $5.05 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$730M
$4.34 Million 0.09% of portfolio
243,837
Q4 2024 Reduced 80.24%
$69.9B
$1.78 Million 0.04% of portfolio
364,094
Q4 2024 Added 33.3%
$47.3B
$1.61 Million 0.03% of portfolio
94,166
Q1 2024 Added 3.88%
$70.5B
$1.23 Million 0.02% of portfolio
6,365
Q4 2024 Added 20.96%
$63B
$1.19 Million 0.02% of portfolio
24,842
Q4 2024 Added 100.94%
$228M
$921,000 0.02% of portfolio
18,884
Q4 2024 Added 0.56%
$53.6B
$819,000 0.02% of portfolio
18,886
Q4 2024 Added 81.65%
$6.55B
$764,000 0.02% of portfolio
6,129
Q4 2024 Added 1.06%
$27B
$702,000 0.01% of portfolio
16,611
Q4 2024 Added 15.8%
$26B
$682,000 0.01% of portfolio
323
Q4 2024 Added 0.94%
$30B
$540,000 0.01% of portfolio
2,873
Q4 2024 Added 2.21%
$19.7B
$531,000 0.01% of portfolio
12,139
Q4 2024 New
$14.1B
$531,000 0.01% of portfolio
31,028
Q4 2024 Added 121.49%
$61.6B
$494,000 0.01% of portfolio
181,796
Q4 2024 Added 35.62%
$1.98B
$459,000 0.01% of portfolio
16,056
Q4 2023 Reduced 14.83%
$5.89B
$445,000 0.01% of portfolio
20,519
Q4 2024 Added 1.8%
$21.1B
$399,000 0.01% of portfolio
24,551
Q4 2024 Added 0.42%
$20.1B
$385,000 0.01% of portfolio
16,397
Q4 2024 Added 1.66%
$534M
$370,000 0.01% of portfolio
31,872
Q3 2022 Added 1.13%
$8.36B
$323,000 0.01% of portfolio
5,862
Q4 2024 Added 31.02%
$7.6B
$304,000 0.01% of portfolio
2,660
Q4 2024 Added 19.44%
$7.91B
$301,000 0.01% of portfolio
3,605
Q4 2024 Added 22.0%
$9.5B
$301,000 0.01% of portfolio
14,958
Q4 2024 Added 26.77%
$3.13B
$300,000 0.01% of portfolio
5,659
Q4 2024 Reduced 6.4%
$8.13B
$297,000 0.01% of portfolio
2,218
Q4 2024 New
$7.26B
$282,000 0.01% of portfolio
4,539
Q4 2024 New
$7.06B
$278,000 0.01% of portfolio
5,125
Q4 2024 Added 0.08%
$1.24B
$261,000 0.01% of portfolio
13,845
Q4 2024 Added 18.65%
$5.04B
$261,000 0.01% of portfolio
5,209
Q4 2024 New
$6.84B
$259,000 0.01% of portfolio
2,613
Q4 2024 New
$6.36B
$254,000 0.01% of portfolio
4,961
Q4 2024 New
$6.67B
$251,000 0.0% of portfolio
2,362
Q4 2024 Added 14.66%
$121M
$243,000 0.0% of portfolio
13,439
Q4 2021 New
$6.53B
$241,000 0.0% of portfolio
3,207
Q4 2024 New
$5.25B
$240,000 0.0% of portfolio
5,401
Q3 2024 Reduced 1.17%
$6.34B
$236,000 0.0% of portfolio
2,514
Q4 2024 Added 2.07%
$5.31B
$216,000 0.0% of portfolio
6,278
Q4 2024 New
$5.79B
$208,000 0.0% of portfolio
7,353
Q4 2024 New
$1.93B
$208,000 0.0% of portfolio
7,713
Q4 2024 New
$4.61B
$195,000 0.0% of portfolio
13,258
Q4 2024 Added 5.95%
$4.39B
$160,000 0.0% of portfolio
17,761
Q4 2024 Added 3.24%
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