FFA
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Farther Finance Advisors’s Karat Packaging KRT Stock Holding History

Farther Finance Advisors’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2K Buy
338
+110
+48% +$3.17K ﹤0.01% 4342
2026
Q1 		$6.46K Buy
228
+78
+52% +$1.97K ﹤0.01% 4364
2025
Q4 		$3.39K Buy
+150
New +$3.47K ﹤0.01% 4484

Other funds holding KRT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Farther Finance Advisors increased its Karat Packaging (KRT) stake by 48% in Q2 2026, buying an estimated $3.17K and bringing the position to 338 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Farther Finance Advisors first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Farther Finance Advisors held 338 shares of Karat Packaging worth $11.2K as of Q2 2026.
  • Farther Finance Advisors bought 110 Karat Packaging shares in Q2 2026, an estimated $3.17K.
  • Karat Packaging made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4342 holding.
  • Farther Finance Advisors first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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