Forum Finance Group S.A.

All 13F Filings

Location
Geneva, V8
Most recent 13F
Q2 2026
Holdings value ($000)
277,993
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 344 277,993 13F-HR Forum Finance Group S.A.
Q1 2026 5/7/2026 321 184,447 13F-HR Forum Finance Group S.A.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 178.7 K 64.3% 65.76 K 0 65.76 K
ETFs 99.29 K 35.7% 27.78 K 0 27.78 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
277,993
Holdings
344
QoQ value change ($000)
93,546 (50.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.