FFA
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Farther Finance Advisors’s Compass Diversified CODI Stock Holding History

Farther Finance Advisors’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.31K Buy
853
+89
+12% +$977 ﹤0.01% 4663
2026
Q2 		$8.14K Sell
764
-731
-49% -$7.98K ﹤0.01% 4556
2026
Q1 		$12.2K Buy
1,495
+389
+35% +$2.48K ﹤0.01% 3975
2025
Q4 		$5.31K Sell
1,106
-2,259
-67% -$14.3K ﹤0.01% 4278
2025
Q3 		$22.3K Buy
3,365
+2,782
+477% +$19.2K ﹤0.01% 2976
2025
Q2 		$3.66K Sell
583
-2,213
-79% -$24.6K ﹤0.01% 3487
2025
Q1 		$51.8K Buy
2,796
+577
+26% +$11.9K ﹤0.01% 1875
2024
Q4 		$51.2K Hold
2,219
– – ﹤0.01% 1653
2024
Q3 		$49.1K Buy
2,219
+1,625
+274% +$35.4K ﹤0.01% 1670
2024
Q2 		$12.9K Buy
594
+243
+69% +$5.47K ﹤0.01% 1970
2024
Q1 		$8.34K Sell
351
-700
-67% -$15.9K ﹤0.01% 1838
2023
Q4 		$23.6K Buy
1,051
+705
+204% +$13.8K ﹤0.01% 1293
2023
Q3 		$6.49K Buy
+346
New +$7.28K ﹤0.01% 1428

Other funds holding CODI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Farther Finance Advisors increased its Compass Diversified (CODI) stake by 12% in Q3 2026, buying an estimated $977 and bringing the position to 853 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4663.

Farther Finance Advisors first reported a position in CODI in Q3 2023 and has held it in 13 quarters since. The position peaked at $51.8K in Q1 2025. 8 funds tracked by Wall St. Rank hold CODI as of Q3 2026.

  • Farther Finance Advisors held 853 shares of Compass Diversified worth $9.31K as of Q3 2026.
  • Farther Finance Advisors bought 89 Compass Diversified shares in Q3 2026, an estimated $977.
  • Compass Diversified made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4663 holding.
  • Farther Finance Advisors first reported a position in Compass Diversified in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Compass Diversified position peaked at $51.8K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Compass Diversified as of Q3 2026.

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