Forum Financial Management, LP's ownership history for USB

Forum Financial Management, LP currently holds 3.6K shares with a market value of $217.5K. It started holding USB on 2024-09-30. At its peak, it held 27.5K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 3.6K shares on 2026-06-30, with a value of $210.4K on 2026-03-31. In the recent 180 days, Forum Financial Management, LP has decreased its shares by 23.9K. In the recent year, Forum Financial Management, LP has decreased its shares by 22.1K.