Farther Finance Advisors’s Five Point Holdings FPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.4K	Hold	299	–	–	﹤0.01%	5492
2026 Q2	$1.58K	Hold	299	–	–	﹤0.01%	5241
2026 Q1	$1.45K	Sell	299 -169	-36%	-$907	﹤0.01%	5006
2025 Q4	$2.62K	Hold	468	–	–	﹤0.01%	4582
2025 Q3	$2.87K	Sell	468 -132	-22%	-$767	﹤0.01%	3995
2025 Q2	$3.3K	Hold	600	–	–	﹤0.01%	3521
2025 Q1	$3.18K	Hold	600	–	–	﹤0.01%	3224
2024 Q4	$2.27K	Buy	+600	New	+$2.35K	﹤0.01%	2949

Other funds holding FPH

OKSA

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Farther Finance Advisors held its Five Point Holdings (FPH) position steady in Q3 2026 at 299 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5492.

Farther Finance Advisors first reported a position in FPH in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.3K in Q2 2025. 4 funds tracked by Wall St. Rank hold FPH as of Q3 2026.

Farther Finance Advisors held 299 shares of Five Point Holdings worth $1.4K as of Q3 2026.
Farther Finance Advisors left its Five Point Holdings share count unchanged in Q3 2026.
Five Point Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5492 holding.
Farther Finance Advisors first reported a position in Five Point Holdings in Q4 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Five Point Holdings position peaked at $3.3K in Q2 2025.
4 funds tracked by Wall St. Rank held Five Point Holdings as of Q3 2026.

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