DOSSIER · 13F-HR · Q2 2026
FINANCIAL MANAGEMENT NETWORK INC
$697M in tracked AUM across 211 positions as of Q2 2026.
FM
CIK 0001844831 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Financial Management Network Inc. (FMN) has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 131.7%, growing from $272.72M to $631.96M. This substantial increase in assets under management (AUM) is likely driven by a combination of strong market performance in underlying assets and significant net capital inflows or client allocations.
The portfolio maintains ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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