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Farther Finance Advisors’s Crexendo CXDO Stock Holding History

Farther Finance Advisors’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$888 Buy
151
+29
+24% +$192 ﹤0.01% 5617
2026
Q2 		$911 Buy
122
+42
+53% +$328 ﹤0.01% 5398
2026
Q1 		$498 Buy
80
+43
+116% +$282 ﹤0.01% 5270
2025
Q4 		$239 Buy
+37
New +$242 ﹤0.01% 5188

Other funds holding CXDO

BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Crexendo (CXDO) stake by 24% in Q3 2026, buying an estimated $192 and bringing the position to 151 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #5617.

Farther Finance Advisors first reported a position in CXDO in Q4 2025 and has held it in 4 quarters since. The position peaked at $911 in Q2 2026. 7 funds tracked by Wall St. Rank hold CXDO as of Q3 2026.

  • Farther Finance Advisors held 151 shares of Crexendo worth $888 as of Q3 2026.
  • Farther Finance Advisors bought 29 Crexendo shares in Q3 2026, an estimated $192.
  • Crexendo made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5617 holding.
  • Farther Finance Advisors first reported a position in Crexendo in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Crexendo position peaked at $911 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Crexendo as of Q3 2026.

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