Farther Finance Advisors
LMND icon

Farther Finance Advisors’s Lemonade LMND Stock Holding History

Farther Finance Advisors’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$174K Buy
3,853
+1,811
+89% +$101K ﹤0.01% 2409
2026
Q2 		$133K Buy
2,042
+344
+20% +$20.1K ﹤0.01% 2509
2026
Q1 		$104K Buy
1,698
+674
+66% +$46.6K ﹤0.01% 2485
2025
Q4 		$72.9K Buy
1,024
+573
+127% +$38.5K ﹤0.01% 2552
2025
Q3 		$24.1K Buy
451
+32
+8% +$1.56K ﹤0.01% 2910
2025
Q2 		$18.4K Buy
419
+128
+44% +$4.26K ﹤0.01% 2733
2025
Q1 		$9.2K Buy
291
+57
+24% +$1.96K ﹤0.01% 2783
2024
Q4 		$8.58K Sell
234
-96
-29% -$3.06K ﹤0.01% 2442
2024
Q3 		$5.44K Buy
330
+7
+2% +$128 ﹤0.01% 2607
2024
Q2 		$5.32K Sell
323
-130
-29% -$2.17K ﹤0.01% 2372
2024
Q1 		$7.5K Sell
453
-27
-6% -$454 ﹤0.01% 1876
2023
Q4 		$7.74K Buy
480
+179
+59% +$2.7K ﹤0.01% 1732
2023
Q3 		$3.5K Sell
301
-10
-3% -$160 ﹤0.01% 1642
2023
Q2 		$5.24K Hold
311
– – ﹤0.01% 1414
2023
Q1 		$4.43K Hold
311
– – ﹤0.01% 1384
2022
Q4 		$4.25K Buy
+311
New +$6.15K ﹤0.01% 1226

Other funds holding LMND

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

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

Farther Finance Advisors increased its Lemonade (LMND) stake by 89% in Q3 2026, buying an estimated $101K and bringing the position to 3,853 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Farther Finance Advisors first reported a position in LMND in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Farther Finance Advisors held 3,853 shares of Lemonade worth $174K as of Q3 2026.
  • Farther Finance Advisors bought 1,811 Lemonade shares in Q3 2026, an estimated $101K.
  • Lemonade made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2409 holding.
  • Farther Finance Advisors first reported a position in Lemonade in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

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