FFA
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Farther Finance Advisors’s HealthEquity HQY Stock Holding History

Farther Finance Advisors’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$116K Buy
1,316
+56
+4% +$5.48K ﹤0.01% 2740
2026
Q2 		$114K Buy
1,260
+838
+199% +$71K ﹤0.01% 2619
2026
Q1 		$35.2K Sell
422
-429
-50% -$35.2K ﹤0.01% 3245
2025
Q4 		$78K Buy
851
+459
+117% +$43.9K ﹤0.01% 2505
2025
Q3 		$37.1K Buy
392
+146
+59% +$13.7K ﹤0.01% 2624
2025
Q2 		$25.8K Buy
246
+172
+232% +$16.3K ﹤0.01% 2524
2025
Q1 		$6.44K Buy
74
+3
+4% +$308 ﹤0.01% 2938
2024
Q4 		$6.81K Sell
71
-222
-76% -$20.7K ﹤0.01% 2539
2024
Q3 		$24K Buy
293
+237
+423% +$18.3K ﹤0.01% 2001
2024
Q2 		$4.85K Buy
56
+21
+60% +$1.7K ﹤0.01% 2410
2024
Q1 		$2.86K Buy
35
+3
+9% +$234 ﹤0.01% 2339
2023
Q4 		$2.12K Buy
32
+11
+52% +$763 ﹤0.01% 2406
2023
Q3 		$1.53K Buy
21
+11
+110% +$743 ﹤0.01% 1950
2023
Q2 		$631 Buy
+10
New +$580 ﹤0.01% 2088

Other funds holding HQY

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

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

Farther Finance Advisors increased its HealthEquity (HQY) stake by 4.4% in Q3 2026, buying an estimated $5.48K and bringing the position to 1,316 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Farther Finance Advisors first reported a position in HQY in Q2 2023 and has held it in 14 quarters since. 14 funds tracked by Wall St. Rank hold HQY as of Q3 2026.

  • Farther Finance Advisors held 1,316 shares of HealthEquity worth $116K as of Q3 2026.
  • Farther Finance Advisors bought 56 HealthEquity shares in Q3 2026, an estimated $5.48K.
  • HealthEquity made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2740 holding.
  • Farther Finance Advisors first reported a position in HealthEquity in Q2 2023 and has held it in 14 quarters since.
  • 14 funds tracked by Wall St. Rank held HealthEquity as of Q3 2026.

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