FFA
ACV

Farther Finance Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

Farther Finance Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56K Hold
1,977
– – ﹤0.01% 3165
2026
Q1 		$48.4K Hold
1,977
– – ﹤0.01% 3017
2025
Q4 		$52K Hold
1,977
– – ﹤0.01% 2791
2025
Q3 		$47.6K Buy
+1,977
New +$45.6K ﹤0.01% 2465

Other funds holding ACV

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Farther Finance Advisors's ACV Position: Q2 2026 in Review

Farther Finance Advisors held its Virtus Diversified Income & Convertible Fund (ACV) position steady in Q2 2026 at 1,977 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #3165.

Farther Finance Advisors first reported a position in ACV in Q3 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold ACV as of Q2 2026.

  • Farther Finance Advisors held 1,977 shares of Virtus Diversified Income & Convertible Fund worth $56K as of Q2 2026.
  • Farther Finance Advisors left its Virtus Diversified Income & Convertible Fund share count unchanged in Q2 2026.
  • Virtus Diversified Income & Convertible Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3165 holding.
  • Farther Finance Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q3 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.