Claro Advisors
FTHM icon

Claro Advisors’s Fathom Holdings FTHM Stock Holding History

Claro Advisors’s Portfolio FTHM Stock Details FTHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.86K Buy
+15,750
New +$11.6K ﹤0.01% 521

Other funds holding FTHM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Claro Advisors's FTHM Position: Q3 2026 in Review

Claro Advisors opened a new position in Fathom Holdings (FTHM) in Q3 2026: 15,750 shares worth $6.86K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

11 funds tracked by Wall St. Rank hold FTHM as of Q3 2026.

  • Claro Advisors held 15,750 shares of Fathom Holdings worth $6.86K as of Q3 2026.
  • Fathom Holdings was a new Claro Advisors position in Q3 2026.
  • Fathom Holdings made up ﹤0.01% of Claro Advisors's portfolio in Q3 2026, its #521 holding.
  • 11 funds tracked by Wall St. Rank held Fathom Holdings as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.