FFA
CARL

Farther Finance Advisors’s Carlsmed CARL Stock Holding History

Farther Finance Advisors’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
96
+94
+4,700% +$988 ﹤0.01% 5374
2026
Q1 		$19 Buy
+2
New +$24 ﹤0.01% 5657

Other funds holding CARL

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Farther Finance Advisors increased its Carlsmed (CARL) stake by 4,700% in Q2 2026, buying an estimated $988 and bringing the position to 96 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #5374.

Farther Finance Advisors first reported a position in CARL in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CARL as of Q2 2026.

  • Farther Finance Advisors held 96 shares of Carlsmed worth $1K as of Q2 2026.
  • Farther Finance Advisors bought 94 Carlsmed shares in Q2 2026, an estimated $988.
  • Carlsmed made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5374 holding.
  • Farther Finance Advisors first reported a position in Carlsmed in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Carlsmed as of Q2 2026.

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