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Farther Finance Advisors’s Icahn Enterprises IEP Stock Holding History

Farther Finance Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.7K Buy
1,437
+532
+59% +$3.84K ﹤0.01% 4636
2026
Q2 		$6.53K Sell
905
-255
-22% -$1.96K ﹤0.01% 4649
2026
Q1 		$8.87K Sell
1,160
-57
-5% -$447 ﹤0.01% 4188
2025
Q4 		$9.19K Sell
1,217
-448
-27% -$3.61K ﹤0.01% 3983
2025
Q3 		$14K Buy
1,665
+19
+1% +$166 ﹤0.01% 3257
2025
Q2 		$13.2K Buy
1,646
+45
+3% +$385 ﹤0.01% 2923
2025
Q1 		$14.5K Buy
1,601
+1,599
+79,950% +$15.4K ﹤0.01% 2550
2024
Q4 		$17 Hold
2
– – ﹤0.01% 3941
2024
Q3 		$27 Buy
+2
New +$30 ﹤0.01% 3910

Other funds holding IEP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Farther Finance Advisors increased its Icahn Enterprises (IEP) stake by 59% in Q3 2026, buying an estimated $3.84K and bringing the position to 1,437 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4636.

Farther Finance Advisors first reported a position in IEP in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.5K in Q1 2025. 8 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Farther Finance Advisors held 1,437 shares of Icahn Enterprises worth $9.7K as of Q3 2026.
  • Farther Finance Advisors bought 532 Icahn Enterprises shares in Q3 2026, an estimated $3.84K.
  • Icahn Enterprises made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4636 holding.
  • Farther Finance Advisors first reported a position in Icahn Enterprises in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's Icahn Enterprises position peaked at $14.5K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

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