Farther Finance Advisors’s Holley HLLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$585	Buy	248 +223	+892%	+$614	﹤0.01%	5720
2026 Q2	$64	Sell	25 -352	-93%	-$999	﹤0.01%	5836
2026 Q1	$1.18K	Buy	377 +213	+130%	+$807	﹤0.01%	5061
2025 Q4	$677	Buy	164 +151	+1,162%	+$544	﹤0.01%	4998
2025 Q3	$41	Hold	13	–	–	﹤0.01%	4878
2025 Q2	$26	Hold	13	–	–	﹤0.01%	4416
2025 Q1	$33	Hold	13	–	–	﹤0.01%	4161
2024 Q4	$39	Hold	13	–	–	﹤0.01%	3891
2024 Q3	$38	Hold	13	–	–	﹤0.01%	3886
2024 Q2	$45	Hold	13	–	–	﹤0.01%	3701
2024 Q1	$58	Hold	13	–	–	﹤0.01%	3451
2023 Q4	$63	Buy	+13	New	+$57	﹤0.01%	3356

Other funds holding HLLY

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

FFO

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

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

TWD

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

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

Farther Finance Advisors increased its Holley (HLLY) stake by 892% in Q3 2026, buying an estimated $614 and bringing the position to 248 shares worth $585. The position accounts for ﹤0.01% of the portfolio, ranked #5720.

Farther Finance Advisors first reported a position in HLLY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.18K in Q1 2026. 6 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

Farther Finance Advisors held 248 shares of Holley worth $585 as of Q3 2026.
Farther Finance Advisors bought 223 Holley shares in Q3 2026, an estimated $614.
Holley made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5720 holding.
Farther Finance Advisors first reported a position in Holley in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Holley position peaked at $1.18K in Q1 2026.
6 funds tracked by Wall St. Rank held Holley as of Q3 2026.

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