Farther Finance Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.78M Buy
146,491
+40,996
+39% +$530K 0.02% 705
2025
Q4
$1.4M Sell
105,495
-1,732
-2% -$23.5K 0.02% 731
2025
Q3
$1.51M Sell
107,227
-29,963
-22% -$434K 0.02% 554
2025
Q2
$1.95M Buy
137,190
+12,556
+10% +$173K 0.04% 374
2025
Q1
$1.75M Buy
124,634
+5,730
+5% +$85.1K 0.04% 333
2024
Q4
$1.8M Sell
118,904
-1,356
-1% -$20.6K 0.07% 233
2024
Q3
$1.84M Buy
+120,260
New +$1.82M 0.07% 218

Other funds holding ARDC

Farther Finance Advisors's ARDC Position: Q1 2026 in Review

Farther Finance Advisors increased its Are Dynamic Credit Allocation Fund (ARDC) stake by 39% in Q1 2026, buying an estimated $530K and bringing the position to 146,491 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #705.

Farther Finance Advisors first reported a position in ARDC in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • Farther Finance Advisors held 146,491 shares of Are Dynamic Credit Allocation Fund worth $1.78M as of Q1 2026.
  • Farther Finance Advisors bought 40,996 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $530K.
  • Are Dynamic Credit Allocation Fund made up 0.02% of Farther Finance Advisors's portfolio in Q1 2026, its #705 holding.
  • Farther Finance Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q3 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Are Dynamic Credit Allocation Fund position peaked at $1.95M in Q2 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.