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Farther Finance Advisors’s VanEck Bitcoin Trust HODL Stock Holding History

Farther Finance Advisors’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.6K Buy
2,354
+29
+1% +$584 ﹤0.01% 3317
2026
Q2 		$38.6K Hold
2,325
– – ﹤0.01% 3460
2026
Q1 		$44.8K Sell
2,325
-1,023
-31% -$22.1K ﹤0.01% 3071
2025
Q4 		$82.8K Buy
3,348
+449
+15% +$12.7K ﹤0.01% 2466
2025
Q3 		$93.8K Buy
2,899
+1,974
+213% +$64K ﹤0.01% 2070
2025
Q2 		$28.2K Buy
925
+400
+76% +$11.2K ﹤0.01% 2461
2025
Q1 		$12.6K Buy
525
+1
+0.2% +$26 ﹤0.01% 2625
2024
Q4 		$13.9K Buy
524
+324
+162% +$7.61K ﹤0.01% 2237
2024
Q3 		$3.59K Buy
+200
New +$3.45K ﹤0.01% 2785

Other funds holding HODL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
NOI
Newton One Investments Newark, Delaware $392M AUM 8.6% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Farther Finance Advisors increased its VanEck Bitcoin Trust (HODL) stake by 1.2% in Q3 2026, buying an estimated $584 and bringing the position to 2,354 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Farther Finance Advisors first reported a position in HODL in Q3 2024 and has held it in 9 quarters since. The position peaked at $93.8K in Q3 2025. 13 funds tracked by Wall St. Rank hold HODL as of Q3 2026.

  • Farther Finance Advisors held 2,354 shares of VanEck Bitcoin Trust worth $55.6K as of Q3 2026.
  • Farther Finance Advisors bought 29 VanEck Bitcoin Trust shares in Q3 2026, an estimated $584.
  • VanEck Bitcoin Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3317 holding.
  • Farther Finance Advisors first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's VanEck Bitcoin Trust position peaked at $93.8K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q3 2026.

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