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 Q3	$128	Sell	57 -644	-92%	-$1.39K	﹤0.01%	5941
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

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 EXFY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Expensify (EXFY) stake by 92% in Q3 2026, selling an estimated $1.39K and leaving 57 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #5941.

Farther Finance Advisors first reported a position in EXFY in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.25K in Q2 2026. 5 funds tracked by Wall St. Rank hold EXFY as of Q3 2026.

Farther Finance Advisors held 57 shares of Expensify worth $128 as of Q3 2026.
Farther Finance Advisors sold 644 Expensify shares in Q3 2026, an estimated $1.39K.
Expensify made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5941 holding.
Farther Finance Advisors first reported a position in Expensify in Q1 2024 and has held it in 3 quarters since.
Farther Finance Advisors's Expensify position peaked at $1.25K in Q2 2026.
5 funds tracked by Wall St. Rank held Expensify as of Q3 2026.

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