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
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 $6.4B AUM 9.79% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Farther Finance Advisors increased its Morningstar (MORN) stake by 41% in Q2 2026, buying an estimated $23.1K and bringing the position to 454 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Farther Finance Advisors first reported a position in MORN in Q1 2023 and has held it in 14 quarters since. The position peaked at $159K in Q4 2025. 43 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Farther Finance Advisors held 454 shares of Morningstar worth $70.8K as of Q2 2026.
  • Farther Finance Advisors bought 133 Morningstar shares in Q2 2026, an estimated $23.1K.
  • Morningstar made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2970 holding.
  • Farther Finance Advisors first reported a position in Morningstar in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Morningstar position peaked at $159K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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