FFA
FTRE icon

Farther Finance Advisors’s Fortrea Holdings FTRE Stock Holding History

Farther Finance Advisors’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.6K Buy
1,435
+223
+18% +$4.14K ﹤0.01% 3870
2026
Q2 		$21.1K Buy
1,212
+283
+30% +$3.82K ﹤0.01% 3926
2026
Q1 		$8.84K Buy
929
+392
+73% +$5.04K ﹤0.01% 4193
2025
Q4 		$9.26K Buy
537
+503
+1,479% +$6.21K ﹤0.01% 3974
2025
Q3 		$286 Sell
34
-2,241
-99% -$17.2K ﹤0.01% 4650
2025
Q2 		$11.2K Buy
2,275
+1,362
+149% +$7.32K ﹤0.01% 3017
2025
Q1 		$6.44K Buy
913
+681
+294% +$9.62K ﹤0.01% 2939
2024
Q4 		$4.33K Sell
232
-186
-44% -$3.63K ﹤0.01% 2733
2024
Q3 		$8.36K Sell
418
-261
-38% -$6.13K ﹤0.01% 2431
2024
Q2 		$16.2K Buy
679
+114
+20% +$3.54K ﹤0.01% 1858
2024
Q1 		$22.6K Buy
565
+15
+3% +$520 ﹤0.01% 1450
2023
Q4 		$19.2K Sell
550
-4
-0.7% -$122 ﹤0.01% 1346
2023
Q3 		$15.8K Buy
+554
New +$16.4K ﹤0.01% 1148

Other funds holding FTRE

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Farther Finance Advisors increased its Fortrea Holdings (FTRE) stake by 18% in Q3 2026, buying an estimated $4.14K and bringing the position to 1,435 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

Farther Finance Advisors first reported a position in FTRE in Q3 2023 and has held it in 13 quarters since. 13 funds tracked by Wall St. Rank hold FTRE as of Q3 2026.

  • Farther Finance Advisors held 1,435 shares of Fortrea Holdings worth $28.6K as of Q3 2026.
  • Farther Finance Advisors bought 223 Fortrea Holdings shares in Q3 2026, an estimated $4.14K.
  • Fortrea Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3870 holding.
  • Farther Finance Advisors first reported a position in Fortrea Holdings in Q3 2023 and has held it in 13 quarters since.
  • 13 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2026.

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