Funds holding Forbright Inc
ISIN US34520K1051 · United States · LEI 549300F86ZI0BZ1LVN33
- Fund holders
- 16
- Of which ETFs
- 0 16 other funds
- Value held
- 41.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 606,050 | 11.1M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 566,200 | 11.2M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 331,836 | 6.1M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 211,337 | 4.2M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 154,427 | 2.8M $ | 0.39 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 78,102 | 1.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 62,304 | 1.1M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 51,700 | 945.6K $ | 0.48 % | as of Jun 30, 2026 ↗ |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 50,000 | 989K $ | 2.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 28,317 | 517.9K $ | as of Jun 30, 2026 ↗ | |
| SMALL CAP EQUITY FUND GuideStone Funds | 15,032 | 274.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 10,001 | 182.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 8,693 | 159K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 6,166 | 112.8K $ | 0.19 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 488 | 8.9K $ | as of Jun 30, 2026 ↗ | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 433 | 7.9K $ | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 2.03 % | as of Jul 31, 2026 ↗ |
| SmallCap Fund Principal Funds, Inc | 0.54 % | as of Jul 31, 2026 ↗ |
| SmallCap Account Principal Variable Contract Funds, Inc | 0.48 % | as of Jun 30, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 0.39 % | as of Jun 30, 2026 ↗ |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 0.38 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 0.20 % | as of Jun 30, 2026 ↗ |
| MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 0.19 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 0.14 % | as of Jul 31, 2026 ↗ |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 0.06 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 0.03 % | as of Jun 30, 2026 ↗ |
Declared shareholders of Forbright Inc
There are 5 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| John Delaney | 13.70 % | 4,962,235 | as of Jun 30, 2026 · SCHEDULE 13G |
| CB Elevate Aggregator L.P. and 4 others | 9.90 % | 3,178,251 | as of Jun 30, 2026 · SCHEDULE 13G |
| GPC Partners Investments (Elevate) LP and 5 others | 9.90 % | 3,178,251 | as of Jun 30, 2026 · SCHEDULE 13G |
| Wellington Management Group LLP and 3 others | 9.00 % | 2,596,821 | as of Jun 30, 2026 · SCHEDULE 13G |
| Bayview Opportunity Master Fund VI, L.P. and 4 others | 6.10 % | 1,961,848 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Forbright Inc". https://titelia.com/en/stocks/forbright-inc-US34520K1051