Forbright (FRBT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
2 concentrated managers hold it (+2 vs last quarter) with a median weight of 0.5%.
Who owns Forbright?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: John Delaney (13G filed Aug 14, 2026), Gallatin Point Capital (13G filed Aug 14, 2026), CB Elevate Aggregator (13G filed Aug 14, 2026), Wellington Management Group LLP (13G filed Aug 13, 2026) and Bayview Asset Management (13G filed Aug 14, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Wellington Management Group LLP (2.6 million shares), Centerbridge Partners (2.1 million shares) and Gallatin Point Capital (2.1 million shares).
Which institutions hold the most Forbright shares?
Per Form 13F filings as of Jun 30, 2026:
- 1. Wellington Management Group LLP: 2.6 million shares
- 2. Centerbridge Partners: 2.1 million shares
- 3. Gallatin Point Capital: 2.1 million shares
- 4. Bayview Asset Management: 1.3 million shares
- 5. Principal Financial Group: 1.3 million shares
- 6. Alliancebernstein: 929,648 shares
- 7. Allspring Global Investments Holdings: 825,503 shares
- 8. North Reef Capital Management: 649,999 shares
- 9. American Century Companies: 599,304 shares
- 10. No Street GP: 465,081 shares
Sources:13G by John Delaney (Aug 14, 2026) ↗13G by Gallatin Point Capital (Aug 14, 2026) ↗13G by CB Elevate Aggregator (Aug 14, 2026) ↗13G by Wellington Management Group LLP (Aug 13, 2026) ↗13G by Bayview Asset Management (Aug 14, 2026) ↗All of the company's proxy statements on EDGAR ↗
We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
Quarter flow (concentrated managers)
Change in managers (0 → 2): 2 opened · 0 exited = +2
Net flow in the quarter: +$20.4M (+1.1 M shares) · bought $20.4M and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- North Reef Capital ManagementNewly listed$11.9M0.5%+0.4 pp
- No Street GPNewly listed$8.5M0.5%+0.5 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of FRBT (all 13F filers)
- Wellington Management Group LLP2.6 MInvestment firm+2.6 M
- Centerbridge Partners2.1 MPrivate equity or venture capital+2.1 M
- Gallatin Point Capital2.1 MSingle-position portfolio+2.1 M
- Bayview Asset Management1.3 MType not verified+1.3 M
- Principal Financial Group1.3 MInsurance holding+1.3 M
- Alliancebernstein930 KInvestment firm+930 K
- Allspring Global Investments Holdings826 KInvestment firm+826 K
- North Reef Capital Managementconcentrated650 KInvestment firm+650 K
- American Century Companies599 KInvestment firm+599 K
- No Street GPconcentrated465 KInvestment firm+465 K
- Shares
- 2.6 M
- Change
- +2.6 M
See more
- Type
- Investment firm
- Value
- $47.5M
- Centerbridge Partners
- Shares
- 2.1 M
- Change
- +2.1 M
See more
- Type
- Private equity or venture capital
- Value
- $38.1M
- Gallatin Point Capital
- Shares
- 2.1 M
- Change
- +2.1 M
See more
- Type
- Single-position portfolio
- Value
- $38.1M
- Bayview Asset Management
- Shares
- 1.3 M
- Change
- +1.3 M
See more
- Type
- Type not verified
- Value
- $23.5M
- Shares
- 1.3 M
- Change
- +1.3 M
See more
- Type
- Insurance holding
- Value
- $23.4M
- Shares
- 930 K
- Change
- +930 K
See more
- Type
- Investment firm
- Value
- $17.0M
- Shares
- 826 K
- Change
- +826 K
See more
- Type
- Investment firm
- Value
- $15.4M
- North Reef Capital Managementconcentrated
- Shares
- 650 K
- Change
- +650 K
See more
- Type
- Investment firm
- Value
- $11.9M
- Shares
- 599 K
- Change
- +599 K
See more
- Type
- Investment firm
- Value
- $11.0M
- No Street GPconcentrated
- Shares
- 465 K
- Change
- +465 K
See more
- Type
- Investment firm
- Value
- $8.5M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
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