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Farther Finance Advisors’s Commault Systems CVLT Stock Holding History

Farther Finance Advisors’s Portfolio CVLT Stock Details CVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$83.1K Sell
554
-59
-10% -$8.27K ﹤0.01% 3013
2026
Q2 		$87K Buy
613
+195
+47% +$20.9K ﹤0.01% 2815
2026
Q1 		$32.8K Buy
418
+163
+64% +$15.5K ﹤0.01% 3297
2025
Q4 		$32K Sell
255
-397
-61% -$55.9K ﹤0.01% 3108
2025
Q3 		$123K Buy
652
+95
+17% +$17.1K ﹤0.01% 1901
2025
Q2 		$97.1K Sell
557
-18
-3% -$3.07K ﹤0.01% 1779
2025
Q1 		$93.7K Buy
575
+33
+6% +$5.43K ﹤0.01% 1577
2024
Q4 		$81.8K Sell
542
-483
-47% -$77.7K ﹤0.01% 1403
2024
Q3 		$158K Buy
1,025
+553
+117% +$77.9K 0.01% 1097
2024
Q2 		$57.4K Buy
472
+467
+9,340% +$50.1K ﹤0.01% 1361
2024
Q1 		$502 Hold
5
– – ﹤0.01% 3018
2023
Q4 		$399 Buy
+5
New +$357 ﹤0.01% 3044

Other funds holding CVLT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

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

Farther Finance Advisors reduced its Commault Systems (CVLT) stake by 9.6% in Q3 2026, selling an estimated $8.27K and leaving 554 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

Farther Finance Advisors first reported a position in CVLT in Q4 2023 and has held it in 12 quarters since. The position peaked at $158K in Q3 2024. 11 funds tracked by Wall St. Rank hold CVLT as of Q3 2026.

  • Farther Finance Advisors held 554 shares of Commault Systems worth $83.1K as of Q3 2026.
  • Farther Finance Advisors sold 59 Commault Systems shares in Q3 2026, an estimated $8.27K.
  • Commault Systems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3013 holding.
  • Farther Finance Advisors first reported a position in Commault Systems in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Commault Systems position peaked at $158K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Commault Systems as of Q3 2026.

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