Farther Finance Advisors’s Forrester Research FORR Stock Holding History

Farther Finance Advisors’s Portfolio FORR Stock Details FORR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$288	Sell	25 -127	-84%	-$1.41K	﹤0.01%	5833
2026 Q2	$1.28K	Buy	152 +93	+158%	+$607	﹤0.01%	5299
2026 Q1	$318	Buy	+59	New	+$403	﹤0.01%	5361

Other funds holding FORR

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors reduced its Forrester Research (FORR) stake by 84% in Q3 2026, selling an estimated $1.41K and leaving 25 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #5833.

Farther Finance Advisors first reported a position in FORR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.28K in Q2 2026. 6 funds tracked by Wall St. Rank hold FORR as of Q3 2026.

Farther Finance Advisors held 25 shares of Forrester Research worth $288 as of Q3 2026.
Farther Finance Advisors sold 127 Forrester Research shares in Q3 2026, an estimated $1.41K.
Forrester Research made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5833 holding.
Farther Finance Advisors first reported a position in Forrester Research in Q1 2026 and has held it in 3 quarters since.
Farther Finance Advisors's Forrester Research position peaked at $1.28K in Q2 2026.
6 funds tracked by Wall St. Rank held Forrester Research as of Q3 2026.

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