FFA
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Farther Finance Advisors’s Factset FDS Stock Holding History

Farther Finance Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$408K Buy
1,512
+189
+14% +$52K ﹤0.01% 1746
2026
Q2 		$305K Buy
1,323
+671
+103% +$154K ﹤0.01% 1942
2026
Q1 		$147K Sell
652
-385
-37% -$89.8K ﹤0.01% 2241
2025
Q4 		$301K Buy
1,037
+475
+85% +$133K ﹤0.01% 1644
2025
Q3 		$161K Buy
562
+13
+2% +$4.97K ﹤0.01% 1739
2025
Q2 		$246K Buy
549
+96
+21% +$42.1K ﹤0.01% 1292
2025
Q1 		$207K Sell
453
-47
-9% -$21.4K 0.01% 1211
2024
Q4 		$240K Sell
500
-1
-0.2% -$475 0.01% 901
2024
Q3 		$230K Buy
501
+88
+21% +$37.4K 0.01% 938
2024
Q2 		$170K Buy
413
+220
+114% +$93.5K 0.01% 912
2024
Q1 		$85.5K Buy
193
+17
+10% +$7.93K 0.01% 995
2023
Q4 		$84K Sell
176
-1
-0.6% -$450 0.01% 849
2023
Q3 		$77.4K Sell
177
-6
-3% -$2.56K 0.01% 645
2023
Q2 		$73.3K Sell
183
-7
-4% -$2.82K 0.02% 552
2023
Q1 		$78.9K Sell
190
-26
-12% -$10.8K 0.02% 476
2022
Q4 		$86.7K Buy
+216
New +$92K 0.03% 357

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

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

Farther Finance Advisors increased its Factset (FDS) stake by 14% in Q3 2026, buying an estimated $52K and bringing the position to 1,512 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Farther Finance Advisors first reported a position in FDS in Q4 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Farther Finance Advisors held 1,512 shares of Factset worth $408K as of Q3 2026.
  • Farther Finance Advisors bought 189 Factset shares in Q3 2026, an estimated $52K.
  • Factset made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1746 holding.
  • Farther Finance Advisors first reported a position in Factset in Q4 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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