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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Farther Finance Advisors increased its Factset (FDS) stake by 103% in Q2 2026, buying an estimated $154K and bringing the position to 1,323 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Farther Finance Advisors first reported a position in FDS in Q4 2022 and has held it in 15 quarters since. 92 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Farther Finance Advisors held 1,323 shares of Factset worth $305K as of Q2 2026.
  • Farther Finance Advisors bought 671 Factset shares in Q2 2026, an estimated $154K.
  • Factset made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1942 holding.
  • Farther Finance Advisors first reported a position in Factset in Q4 2022 and has held it in 15 quarters since.
  • 92 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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