Farther Finance Advisors’s Advantage Solutions ADV Stock Holding History

Farther Finance Advisors’s Portfolio ADV Stock Details ADV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$986	Sell	38 -32	-46%	-$1.11K	﹤0.01%	5585
2026 Q2	$3.03K	Buy	70 +29	+71%	+$1.03K	﹤0.01%	5022
2026 Q1	$787	Buy	41 +2	+5%	+$38	﹤0.01%	5170
2025 Q4	$865	Buy	+39	New	+$1.13K	﹤0.01%	4941
2025 Q2	–	Sell	-29	Closed	-$1.03K	–	4491
2025 Q1	$1.03K	Buy	+29	New	+$1.69K	﹤0.01%	3606

Other funds holding ADV

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's ADV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Advantage Solutions (ADV) stake by 46% in Q3 2026, selling an estimated $1.11K and leaving 38 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #5585.

Farther Finance Advisors first reported a position in ADV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.03K in Q2 2026. 2 funds tracked by Wall St. Rank hold ADV as of Q3 2026.

Farther Finance Advisors held 38 shares of Advantage Solutions worth $986 as of Q3 2026.
Farther Finance Advisors sold 32 Advantage Solutions shares in Q3 2026, an estimated $1.11K.
Advantage Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5585 holding.
Farther Finance Advisors first reported a position in Advantage Solutions in Q1 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Advantage Solutions position peaked at $3.03K in Q2 2026.
2 funds tracked by Wall St. Rank held Advantage Solutions as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.