FFA
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Farther Finance Advisors’s Expensify EXFY Stock Holding History

Farther Finance Advisors’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25K Buy
+701
New +$787 ﹤0.01% 5306
2024
Q2 		– Sell
-13
Closed -$22 – 3859
2024
Q1 		$22 Buy
+13
New +$25 ﹤0.01% 3525

Other funds holding EXFY

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in Expensify (EXFY) in Q2 2026: 701 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #5306 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in EXFY as recently as Q1 2024.

Farther Finance Advisors first reported a position in EXFY in Q1 2024 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold EXFY as of Q2 2026.

  • Farther Finance Advisors held 701 shares of Expensify worth $1.25K as of Q2 2026.
  • Expensify was a new Farther Finance Advisors position in Q2 2026.
  • Expensify made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5306 holding.
  • Farther Finance Advisors first reported a position in Expensify in Q1 2024 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Expensify as of Q2 2026.

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