FFA
FUN icon

Farther Finance Advisors’s Cedar Fair FUN Stock Holding History

Farther Finance Advisors’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$59.2K Buy
5,532
+119
+2% +$1.91K ﹤0.01% 3265
2026
Q2 		$115K Buy
5,413
+337
+7% +$6.88K ﹤0.01% 2614
2026
Q1 		$89.2K Buy
5,076
+4,934
+3,475% +$83.3K ﹤0.01% 2590
2025
Q4 		$2.17K Sell
142
-201
-59% -$3.63K ﹤0.01% 4665
2025
Q3 		$7.79K Buy
343
+197
+135% +$5.23K ﹤0.01% 3552
2025
Q2 		$4.44K Buy
146
+131
+873% +$4.39K ﹤0.01% 3405
2025
Q1 		$542 Hold
15
– – ﹤0.01% 3761
2024
Q4 		$723 Sell
15
-2
-12% -$88 ﹤0.01% 3351
2024
Q3 		$685 Buy
+17
New +$778 ﹤0.01% 3347

Other funds holding FUN

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Farther Finance Advisors increased its Cedar Fair (FUN) stake by 2.2% in Q3 2026, buying an estimated $1.91K and bringing the position to 5,532 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Farther Finance Advisors first reported a position in FUN in Q3 2024 and has held it in 9 quarters since. The position peaked at $115K in Q2 2026. 8 funds tracked by Wall St. Rank hold FUN as of Q3 2026.

  • Farther Finance Advisors held 5,532 shares of Cedar Fair worth $59.2K as of Q3 2026.
  • Farther Finance Advisors bought 119 Cedar Fair shares in Q3 2026, an estimated $1.91K.
  • Cedar Fair made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3265 holding.
  • Farther Finance Advisors first reported a position in Cedar Fair in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Cedar Fair position peaked at $115K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Cedar Fair as of Q3 2026.

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