FFA
BIRD icon

Farther Finance Advisors’s Smartbird Inc BIRD Stock Holding History

Farther Finance Advisors’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03K Buy
+1,008
New +$5.19K ﹤0.01% 4901
2025
Q4 		– Sell
-5
Closed -$28 – 5471
2025
Q3 		$28 Hold
5
– – ﹤0.01% 4897
2025
Q2 		$53 Hold
5
– – ﹤0.01% 4365
2025
Q1 		$32 Hold
5
– – ﹤0.01% 4162
2024
Q4 		$35 Hold
5
– – ﹤0.01% 3896
2024
Q3 		$59 Hold
5
– – ﹤0.01% 3852
2024
Q2 		$50 Buy
+5
New +$61 ﹤0.01% 3693

Other funds holding BIRD

FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in Smartbird Inc (BIRD) in Q2 2026: 1,008 shares worth $4.03K. The stake represents ﹤0.01% of the portfolio and ranks #4901 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in BIRD as recently as Q3 2025.

Farther Finance Advisors first reported a position in BIRD in Q2 2024 and has held it in 7 quarters since. 3 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Farther Finance Advisors held 1,008 shares of Smartbird Inc worth $4.03K as of Q2 2026.
  • Smartbird Inc was a new Farther Finance Advisors position in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4901 holding.
  • Farther Finance Advisors first reported a position in Smartbird Inc in Q2 2024 and has held it in 7 quarters since.
  • 3 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

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