Farther Finance Advisors’s Kodiak AI KDK Stock Holding History

Farther Finance Advisors’s Portfolio KDK Stock Details KDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17.9K	Buy	9,317 +663	+8%	+$2.66K	﹤0.01%	4225
2026 Q2	$44K	Sell	8,654 -179	-2%	-$1.34K	﹤0.01%	3346
2026 Q1	$63.6K	Buy	8,833 +1,655	+23%	+$14.5K	﹤0.01%	2828
2025 Q4	$78.4K	Buy	+7,178	New	+$57.5K	﹤0.01%	2502

Other funds holding KDK

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Farther Finance Advisors increased its Kodiak AI (KDK) stake by 7.7% in Q3 2026, buying an estimated $2.66K and bringing the position to 9,317 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4225.

Farther Finance Advisors first reported a position in KDK in Q4 2025 and has held it in 4 quarters since. The position peaked at $78.4K in Q4 2025. 3 funds tracked by Wall St. Rank hold KDK as of Q3 2026.

Farther Finance Advisors held 9,317 shares of Kodiak AI worth $17.9K as of Q3 2026.
Farther Finance Advisors bought 663 Kodiak AI shares in Q3 2026, an estimated $2.66K.
Kodiak AI made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4225 holding.
Farther Finance Advisors first reported a position in Kodiak AI in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Kodiak AI position peaked at $78.4K in Q4 2025.
3 funds tracked by Wall St. Rank held Kodiak AI as of Q3 2026.

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