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Farther Finance Advisors’s Fate Therapeutics FATE Stock Holding History

Farther Finance Advisors’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.47K Buy
1,678
+1,058
+171% +$1.96K ﹤0.01% 4858
2026
Q1 		$769 Buy
620
+520
+520% +$633 ﹤0.01% 5177
2025
Q4 		$98 Buy
+100
New +$120 ﹤0.01% 5301
2024
Q3 		– Sell
-100
Closed -$326 – 4042
2024
Q2 		$326 Buy
+100
New +$438 ﹤0.01% 3376
2023
Q1 		– Sell
-35
Closed -$353 – 2376
2022
Q4 		$353 Buy
+35
New +$657 ﹤0.01% 1909

Other funds holding FATE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Farther Finance Advisors increased its Fate Therapeutics (FATE) stake by 171% in Q2 2026, buying an estimated $1.96K and bringing the position to 1,678 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #4858.

Farther Finance Advisors first reported a position in FATE in Q4 2022 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Farther Finance Advisors held 1,678 shares of Fate Therapeutics worth $4.47K as of Q2 2026.
  • Farther Finance Advisors bought 1,058 Fate Therapeutics shares in Q2 2026, an estimated $1.96K.
  • Fate Therapeutics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4858 holding.
  • Farther Finance Advisors first reported a position in Fate Therapeutics in Q4 2022 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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