Farther Finance Advisors
DSGR icon

Farther Finance Advisors’s Distribution Solutions Group DSGR Stock Holding History

Farther Finance Advisors’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$115K Buy
3,304
+3,300
+82,500% +$111K ﹤0.01% 2746
2026
Q2 		$109 Sell
4
-10
-71% -$273 ﹤0.01% 5782
2026
Q1 		$375 Sell
14
-21
-60% -$587 ﹤0.01% 5331
2025
Q4 		$959 Buy
35
+4
+13% +$112 ﹤0.01% 4923
2025
Q3 		$932 Hold
31
– – ﹤0.01% 4385
2025
Q2 		$852 Buy
+31
New +$831 ﹤0.01% 3935
2024
Q3 		– Sell
-21
Closed -$610 – 4033
2024
Q2 		$610 Buy
+21
New +$699 ﹤0.01% 3231

Other funds holding DSGR

AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Distribution Solutions Group (DSGR) stake by 82,500% in Q3 2026, buying an estimated $111K and bringing the position to 3,304 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Farther Finance Advisors first reported a position in DSGR in Q2 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold DSGR as of Q3 2026.

  • Farther Finance Advisors held 3,304 shares of Distribution Solutions Group worth $115K as of Q3 2026.
  • Farther Finance Advisors bought 3,300 Distribution Solutions Group shares in Q3 2026, an estimated $111K.
  • Distribution Solutions Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2746 holding.
  • Farther Finance Advisors first reported a position in Distribution Solutions Group in Q2 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2026.

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