FFA
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Farther Finance Advisors’s Iron Mountain IRM Stock Holding History

Farther Finance Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.79M Buy
16,101
+1,412
+10% +$169K 0.01% 831
2026
Q2 		$1.86M Buy
14,689
+4,161
+40% +$510K 0.01% 786
2026
Q1 		$1.06M Buy
10,528
+502
+5% +$49.9K 0.01% 927
2025
Q4 		$832K Buy
10,026
+3,556
+55% +$333K 0.01% 993
2025
Q3 		$660K Buy
6,470
+1,088
+20% +$105K 0.01% 936
2025
Q2 		$552K Buy
5,382
+609
+13% +$57.4K 0.01% 866
2025
Q1 		$415K Buy
4,773
+185
+4% +$17.8K 0.01% 866
2024
Q4 		$482K Sell
4,588
-5,119
-53% -$601K 0.02% 600
2024
Q3 		$1.15M Buy
9,707
+7,632
+368% +$816K 0.04% 311
2024
Q2 		$186K Sell
2,075
-323
-13% -$26.1K 0.01% 857
2024
Q1 		$191K Sell
2,398
-122
-5% -$8.83K 0.01% 700
2023
Q4 		$176K Buy
2,520
+1,189
+89% +$74.6K 0.01% 592
2023
Q3 		$79.1K Buy
1,331
+323
+32% +$19.7K 0.01% 634
2023
Q2 		$57.3K Buy
1,008
+280
+38% +$15.3K 0.01% 628
2023
Q1 		$38.5K Buy
728
+186
+34% +$9.75K 0.01% 686
2022
Q4 		$27K Buy
+542
New +$27.4K 0.01% 640

Other funds holding IRM

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors increased its Iron Mountain (IRM) stake by 9.6% in Q3 2026, buying an estimated $169K and bringing the position to 16,101 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #831.

Farther Finance Advisors first reported a position in IRM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q2 2026. 45 funds tracked by Wall St. Rank hold IRM as of Q3 2026.

  • Farther Finance Advisors held 16,101 shares of Iron Mountain worth $1.79M as of Q3 2026.
  • Farther Finance Advisors bought 1,412 Iron Mountain shares in Q3 2026, an estimated $169K.
  • Iron Mountain made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #831 holding.
  • Farther Finance Advisors first reported a position in Iron Mountain in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Iron Mountain position peaked at $1.86M in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2026.

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