FFA
IA

Farther Finance Advisors’s Innovative Solutions & Support IA Stock Holding History

Farther Finance Advisors’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.26K Buy
292
+172
+143% +$3.33K ﹤0.01% 4768
2026
Q1 		$2.63K Buy
+120
New +$2.78K ﹤0.01% 4787
2025
Q4 		– Sell
-223
Closed -$2.79K – 5529
2025
Q3 		$2.79K Buy
+223
New +$3.11K ﹤0.01% 4009

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Farther Finance Advisors's IA Position: Q2 2026 in Review

Farther Finance Advisors increased its Innovative Solutions & Support (IA) stake by 143% in Q2 2026, buying an estimated $3.33K and bringing the position to 292 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4768.

Farther Finance Advisors first reported a position in IA in Q3 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Farther Finance Advisors held 292 shares of Innovative Solutions & Support worth $5.26K as of Q2 2026.
  • Farther Finance Advisors bought 172 Innovative Solutions & Support shares in Q2 2026, an estimated $3.33K.
  • Innovative Solutions & Support made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4768 holding.
  • Farther Finance Advisors first reported a position in Innovative Solutions & Support in Q3 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.