FFA
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Farther Finance Advisors’s JELD-WEN Holding JELD Stock Holding History

Farther Finance Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.57K Buy
1,748
+1,064
+156% +$1.64K ﹤0.01% 5079
2026
Q1 		$800 Buy
684
+629
+1,144% +$1.38K ﹤0.01% 5164
2025
Q4 		$135 Hold
55
– – ﹤0.01% 5269
2025
Q3 		$270 Hold
55
– – ﹤0.01% 4665
2025
Q2 		$216 Sell
55
-31
-36% -$138 ﹤0.01% 4193
2025
Q1 		$502 Sell
86
-24
-22% -$178 ﹤0.01% 3773
2024
Q4 		$901 Sell
110
-95
-46% -$1.14K ﹤0.01% 3287
2024
Q3 		$3.24K Sell
205
-54
-21% -$793 ﹤0.01% 2819
2024
Q2 		$3.36K Buy
259
+49
+23% +$818 ﹤0.01% 2575
2024
Q1 		$4.45K Hold
210
– – ﹤0.01% 2124
2023
Q4 		$3.96K Buy
+210
New +$3.12K ﹤0.01% 2087

Other funds holding JELD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Farther Finance Advisors increased its JELD-WEN Holding (JELD) stake by 156% in Q2 2026, buying an estimated $1.64K and bringing the position to 1,748 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #5079.

Farther Finance Advisors first reported a position in JELD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45K in Q1 2024. 16 funds tracked by Wall St. Rank hold JELD as of Q2 2026.

  • Farther Finance Advisors held 1,748 shares of JELD-WEN Holding worth $2.57K as of Q2 2026.
  • Farther Finance Advisors bought 1,064 JELD-WEN Holding shares in Q2 2026, an estimated $1.64K.
  • JELD-WEN Holding made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5079 holding.
  • Farther Finance Advisors first reported a position in JELD-WEN Holding in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's JELD-WEN Holding position peaked at $4.45K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2026.

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