FFA
FISI icon

Farther Finance Advisors’s Financial Institutions FISI Stock Holding History

Farther Finance Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.24K Sell
237
-17
-7% -$689 ﹤0.01% 4667
2026
Q2 		$9.9K Buy
254
+7
+3% +$249 ﹤0.01% 4426
2026
Q1 		$7.93K Buy
247
+7
+3% +$225 ﹤0.01% 4253
2025
Q4 		$7.48K Buy
240
+156
+186% +$4.6K ﹤0.01% 4095
2025
Q3 		$2.29K Buy
84
+1
+1% +$27 ﹤0.01% 4087
2025
Q2 		$2.13K Hold
83
– – ﹤0.01% 3678
2025
Q1 		$2.06K Sell
83
-19
-19% -$513 ﹤0.01% 3379
2024
Q4 		$2.78K Hold
102
– – ﹤0.01% 2885
2024
Q3 		$2.6K Buy
102
+4
+4% +$96 ﹤0.01% 2899
2024
Q2 		$1.86K Buy
98
+80
+444% +$1.42K ﹤0.01% 2822
2024
Q1 		$329 Buy
18
+3
+20% +$59 ﹤0.01% 3141
2023
Q4 		$320 Buy
+15
New +$268 ﹤0.01% 3117

Other funds holding FISI

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Farther Finance Advisors reduced its Financial Institutions (FISI) stake by 6.7% in Q3 2026, selling an estimated $689 and leaving 237 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4667.

Farther Finance Advisors first reported a position in FISI in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.9K in Q2 2026. 6 funds tracked by Wall St. Rank hold FISI as of Q3 2026.

  • Farther Finance Advisors held 237 shares of Financial Institutions worth $9.24K as of Q3 2026.
  • Farther Finance Advisors sold 17 Financial Institutions shares in Q3 2026, an estimated $689.
  • Financial Institutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4667 holding.
  • Farther Finance Advisors first reported a position in Financial Institutions in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Financial Institutions position peaked at $9.9K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2026.

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