Accordant Advisory Group
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Accordant Advisory Group’s Farmland Partners FPI Stock Holding History

Accordant Advisory Group’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.7M Buy
1,472,811
+8,235
+0.6% +$83.3K 10.49% 1
2026
Q2 		$14.2M Buy
1,464,576
+37,628
+3% +$401K 9.56% 1
2026
Q1 		$16M Buy
1,426,948
+89,117
+7% +$1.02M 9.93% 1
2025
Q4 		$13M Buy
1,337,831
+171,813
+15% +$1.72M 8.95% 1
2025
Q3 		$12.7M Buy
1,166,018
+21,002
+2% +$230K 8.63% 1
2025
Q2 		$13.2M Buy
1,145,016
+238,453
+26% +$2.55M 9.82% 1
2025
Q1 		$10.1M Buy
906,563
+12,851
+1% +$148K 9.88% 1
2024
Q4 		$10.5M Buy
+893,712
New +$10.5M 10.14% 1
2024
Q3 		– Sell
-517,996
Closed -$5.48M – 2
2024
Q2 		$5.97M Buy
517,996
+23,389
+5% +$257K 5.65% 4
2024
Q1 		$5.49M Buy
+494,607
New +$5.56M 4.1% 5

Other funds holding FPI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
BCGM Wealth Management
BCGM Wealth Management Lafayette, Indiana $500M AUM 11.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accordant Advisory Group's FPI Position: Q3 2026 in Review

Accordant Advisory Group increased its Farmland Partners (FPI) stake by 0.56% in Q3 2026, buying an estimated $83.3K and bringing the position to 1,472,811 shares worth $16.7M. The position accounts for 10.49% of the portfolio, ranked #1.

Accordant Advisory Group first reported a position in FPI in Q1 2024 and has held it in 10 quarters since. 95 funds tracked by Wall St. Rank hold FPI as of Q3 2026.

  • Accordant Advisory Group held 1,472,811 shares of Farmland Partners worth $16.7M as of Q3 2026.
  • Accordant Advisory Group bought 8,235 Farmland Partners shares in Q3 2026, an estimated $83.3K.
  • Farmland Partners made up 10.49% of Accordant Advisory Group's portfolio in Q3 2026, its #1 holding.
  • Accordant Advisory Group first reported a position in Farmland Partners in Q1 2024 and has held it in 10 quarters since.
  • 95 funds tracked by Wall St. Rank held Farmland Partners as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.