STOCK TITAN

Wellington group discloses 8.97% Forbright, Inc. (FRBT) stake held for clients

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Forbright, Inc. has a significant institutional shareholder group led by Wellington Management entities. Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP and Wellington Management Company LLP collectively report 2,596,821 shares of Forbright common stock as beneficially owned, representing 8.97% of the class. These shares are held of record by advisory clients of various Wellington investment advisers, not by Wellington itself.

Wellington reports no sole voting or dispositive power over the shares, only shared powers across its entities. The group states that no single client has the right to receive dividends or sale proceeds for more than 5% of the outstanding common stock. The filing reflects a passive ownership position by a large asset manager on behalf of multiple underlying clients.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 2,596,821 shares Forbright, Inc. common stock reported by Wellington entities
Percent of class 8.97% Portion of Forbright common stock beneficially owned by Wellington group
Shared voting power 2,430,121 shares Maximum shared voting power reported among Wellington entities
Shared dispositive power 2,596,821 shares Shares over which Wellington entities have shared power to dispose
Sole voting power 0 shares Sole voting power reported by Wellington entities
Sole dispositive power 0 shares Sole dispositive power reported by Wellington entities
beneficially owned financial
"Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 2,430,121.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 2,596,821.00"
parent holding company financial
"filed by Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

FAQ

How much of Forbright, Inc. (FRBT) stock does Wellington beneficially own?

Wellington-related entities report beneficial ownership of 2,596,821 shares of Forbright, Inc. common stock, representing 8.97% of the outstanding class. The shares are held for multiple advisory clients of Wellington investment advisers.

Which Wellington entities are reporting ownership in Forbright, Inc. (FRBT)?

The reporting group includes Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, all filing as part of a single ownership group for Forbright common stock.

What voting power does Wellington have over Forbright, Inc. (FRBT) shares?

Wellington reports 0 shares with sole voting power and shared voting power over up to 2,430,121 shares, with shared dispositive power over 2,596,821 shares. Voting and investment decisions are exercised on a shared basis across Wellington advisers.

Does any single Wellington client hold more than 5% of Forbright, Inc. (FRBT)?

No. Wellington states that while its clients collectively hold 8.97% of Forbright’s common stock, no individual client is known to have rights over more than 5% of the class, spreading the position across multiple accounts.

Are Wellington’s Forbright, Inc. (FRBT) shares held directly or for clients?

The Forbright shares are held of record by clients of Wellington investment advisers, not by the Wellington entities themselves. Those clients have the right to receive dividends and proceeds from any sale of the securities attributed to them.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





34520K105

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026