FFA
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Farther Finance Advisors’s Morningstar MORN Stock Holding History

Farther Finance Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$124K Buy
652
+198
+44% +$38.3K ﹤0.01% 2689
2026
Q2 		$70.8K Buy
454
+133
+41% +$23.1K ﹤0.01% 2970
2026
Q1 		$54.5K Sell
321
-412
-56% -$76.5K ﹤0.01% 2941
2025
Q4 		$159K Buy
733
+316
+76% +$68.4K ﹤0.01% 2061
2025
Q3 		$96.8K Buy
417
+21
+5% +$5.6K ﹤0.01% 2052
2025
Q2 		$124K Sell
396
-12
-3% -$3.55K ﹤0.01% 1653
2025
Q1 		$123K Buy
408
+1
+0.2% +$315 ﹤0.01% 1438
2024
Q4 		$137K Buy
407
+225
+124% +$76.8K 0.01% 1171
2024
Q3 		$58.1K Buy
182
+88
+94% +$27.3K ﹤0.01% 1571
2024
Q2 		$28K Buy
94
+72
+327% +$21.3K ﹤0.01% 1648
2024
Q1 		$6.74K Hold
22
– – ﹤0.01% 1929
2023
Q4 		$6.3K Buy
22
+8
+57% +$2.08K ﹤0.01% 1846
2023
Q3 		$3.28K Hold
14
– – ﹤0.01% 1663
2023
Q2 		$2.75K Hold
14
– – ﹤0.01% 1647
2023
Q1 		$2.84K Buy
+14
New +$3.08K ﹤0.01% 1518

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Farther Finance Advisors increased its Morningstar (MORN) stake by 44% in Q3 2026, buying an estimated $38.3K and bringing the position to 652 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

Farther Finance Advisors first reported a position in MORN in Q1 2023 and has held it in 15 quarters since. The position peaked at $159K in Q4 2025. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • Farther Finance Advisors held 652 shares of Morningstar worth $124K as of Q3 2026.
  • Farther Finance Advisors bought 198 Morningstar shares in Q3 2026, an estimated $38.3K.
  • Morningstar made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2689 holding.
  • Farther Finance Advisors first reported a position in Morningstar in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Morningstar position peaked at $159K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

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