FFA
ICLR icon

Farther Finance Advisors’s Icon ICLR Stock Holding History

Farther Finance Advisors’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.82M Buy
10,688
+314
+3% +$52.7K 0.01% 821
2026
Q2 		$1.8M Buy
10,374
+10,073
+3,347% +$1.28M 0.01% 801
2026
Q1 		$33.5K Buy
301
+18
+6% +$2.46K ﹤0.01% 3281
2025
Q4 		$51.6K Buy
283
+18
+7% +$3.21K ﹤0.01% 2797
2025
Q3 		$46.4K Sell
265
-40
-13% -$6.69K ﹤0.01% 2482
2025
Q2 		$44.4K Sell
305
-288
-49% -$40.8K ﹤0.01% 2192
2025
Q1 		$98.8K Buy
593
+110
+23% +$21.3K ﹤0.01% 1553
2024
Q4 		$101K Sell
483
-117
-20% -$27.3K ﹤0.01% 1310
2024
Q3 		$172K Buy
600
+29
+5% +$9.14K 0.01% 1048
2024
Q2 		$181K Buy
571
+208
+57% +$65.2K 0.01% 880
2024
Q1 		$120K Buy
363
+22
+6% +$6.49K 0.01% 877
2023
Q4 		$96.5K Buy
341
+212
+164% +$54.9K 0.01% 814
2023
Q3 		$31.8K Sell
129
-21
-14% -$5.29K 0.01% 945
2023
Q2 		$37.5K Buy
150
+76
+103% +$16.1K 0.01% 761
2023
Q1 		$15.8K Sell
74
-50
-40% -$11.1K ﹤0.01% 973
2022
Q4 		$24.1K Buy
+124
New +$24.6K 0.01% 673

Other funds holding ICLR

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Farther Finance Advisors increased its Icon (ICLR) stake by 3% in Q3 2026, buying an estimated $52.7K and bringing the position to 10,688 shares worth $1.82M. The position accounts for 0.01% of the portfolio, ranked #821.

Farther Finance Advisors first reported a position in ICLR in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold ICLR as of Q3 2026.

  • Farther Finance Advisors held 10,688 shares of Icon worth $1.82M as of Q3 2026.
  • Farther Finance Advisors bought 314 Icon shares in Q3 2026, an estimated $52.7K.
  • Icon made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #821 holding.
  • Farther Finance Advisors first reported a position in Icon in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held Icon as of Q3 2026.

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