Forum Financial Management, LP Banks—Regional

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$728M
$3.82 Million 0.07% of portfolio
229,865
Q1 2025 Reduced 5.73%
$56.9B
$2.24 Million 0.04% of portfolio
94,166
Q1 2024 Added 3.88%
$69.5B
$2.01 Million 0.04% of portfolio
364,094
Q4 2024 Added 33.3%
$72.5B
$1.11 Million 0.02% of portfolio
6,295
Q1 2025 Reduced 1.1%
$67.2B
$1.06 Million 0.02% of portfolio
25,081
Q1 2025 Added 0.96%
$54B
$777,000 0.01% of portfolio
18,898
Q1 2025 Added 0.06%
$69.5B
$694,000 0.01% of portfolio
181,796
Q4 2024 Added 35.62%
$7.42B
$685,000 0.01% of portfolio
6,094
Q1 2025 Reduced 0.57%
$27.3B
$651,000 0.01% of portfolio
16,620
Q1 2025 Added 0.05%
$27.9B
$598,000 0.01% of portfolio
323
Q4 2024 Added 0.94%
$32.1B
$512,000 0.01% of portfolio
2,869
Q1 2025 Reduced 0.14%
$20.8B
$497,000 0.01% of portfolio
12,142
Q1 2025 Added 0.02%
$1.95B
$488,000 0.01% of portfolio
16,056
Q4 2023 Reduced 14.83%
$7.71B
$446,000 0.01% of portfolio
7,558
Q1 2025 Added 6.06%
$6.25B
$442,000 0.01% of portfolio
20,864
Q1 2025 Added 1.68%
$15.3B
$432,000 0.01% of portfolio
27,036
Q1 2025 Reduced 12.87%
$20.9B
$355,000 0.01% of portfolio
16,362
Q1 2025 Reduced 0.21%
$566M
$347,000 0.01% of portfolio
31,872
Q3 2022 Added 1.13%
$6.85B
$331,000 0.01% of portfolio
3,568
Q1 2025 Added 36.55%
$218M
$330,000 0.01% of portfolio
6,949
Q1 2025 Reduced 63.2%
$9.46B
$302,000 0.01% of portfolio
5,865
Q1 2025 Added 0.05%
$3.3B
$291,000 0.01% of portfolio
5,617
Q1 2025 Reduced 0.74%
$7.6B
$282,000 0.01% of portfolio
4,539
Q4 2024 New
$8.25B
$282,000 0.01% of portfolio
2,660
Q4 2024 Added 19.44%
$10.9B
$280,000 0.01% of portfolio
14,467
Q1 2025 Reduced 3.28%
$8.18B
$278,000 0.01% of portfolio
3,619
Q1 2025 Added 0.39%
$8.28B
$277,000 0.01% of portfolio
2,218
Q4 2024 New
$5.12B
$274,000 0.01% of portfolio
2,713
Q1 2025 New
$7.45B
$256,000 0.0% of portfolio
5,138
Q1 2025 Added 0.25%
$6.43B
$246,000 0.0% of portfolio
2,366
Q1 2025 Added 0.17%
$6.47B
$243,000 0.0% of portfolio
3,407
Q1 2025 Added 6.24%
$5.44B
$234,000 0.0% of portfolio
5,396
Q1 2025 Reduced 0.09%
$7.69B
$232,000 0.0% of portfolio
2,514
Q4 2024 Added 2.07%
$7.15B
$232,000 0.0% of portfolio
4,966
Q1 2025 Added 0.1%
$137M
$224,000 0.0% of portfolio
13,439
Q4 2021 New
$5.86B
$207,000 0.0% of portfolio
7,344
Q1 2025 Reduced 0.12%
$5.67B
$200,000 0.0% of portfolio
6,597
Q1 2025 Added 5.08%
$4.95B
$178,000 0.0% of portfolio
13,287
Q1 2025 Added 0.22%
$4.53B
$170,000 0.0% of portfolio
19,142
Q1 2025 Added 7.78%
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