FFA
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Farther Finance Advisors’s Samsara IOT Stock Holding History

Farther Finance Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$98.1K Sell
2,572
-81
-3% -$3.1K ﹤0.01% 2877
2026
Q2 		$86K Sell
2,653
-1,948
-42% -$60.3K ﹤0.01% 2826
2026
Q1 		$146K Buy
4,601
+170
+4% +$5.19K ﹤0.01% 2242
2025
Q4 		$157K Buy
4,431
+1,778
+67% +$68.8K ﹤0.01% 2069
2025
Q3 		$98.8K Sell
2,653
-3,298
-55% -$122K ﹤0.01% 2043
2025
Q2 		$237K Buy
5,951
+3,287
+123% +$136K ﹤0.01% 1312
2025
Q1 		$103K Buy
2,664
+1,317
+98% +$61.3K ﹤0.01% 1528
2024
Q4 		$58.8K Sell
1,347
-534
-28% -$26.3K ﹤0.01% 1575
2024
Q3 		$90.5K Buy
1,881
+821
+77% +$33.3K ﹤0.01% 1347
2024
Q2 		$36.9K Buy
1,060
+1,000
+1,667% +$34.5K ﹤0.01% 1536
2024
Q1 		$2.16K Hold
60
– – ﹤0.01% 2459
2023
Q4 		$2K Buy
+60
New +$1.67K ﹤0.01% 2424

Other funds holding IOT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Farther Finance Advisors reduced its Samsara (IOT) stake by 3.1% in Q3 2026, selling an estimated $3.1K and leaving 2,572 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

Farther Finance Advisors first reported a position in IOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $237K in Q2 2025. 20 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Farther Finance Advisors held 2,572 shares of Samsara worth $98.1K as of Q3 2026.
  • Farther Finance Advisors sold 81 Samsara shares in Q3 2026, an estimated $3.1K.
  • Samsara made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2877 holding.
  • Farther Finance Advisors first reported a position in Samsara in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Samsara position peaked at $237K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

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