FFA
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Farther Finance Advisors’s MSCI MSCI Stock Holding History

Farther Finance Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$616K Buy
1,144
+87
+8% +$49.7K ﹤0.01% 1433
2026
Q2 		$592K Buy
1,057
+116
+12% +$67.7K ﹤0.01% 1440
2026
Q1 		$505K Buy
941
+2
+0.2% +$1.13K ﹤0.01% 1385
2025
Q4 		$539K Buy
939
+334
+55% +$187K 0.01% 1257
2025
Q3 		$343K Buy
605
+53
+10% +$30K 0.01% 1302
2025
Q2 		$318K Sell
552
-143
-21% -$79.1K 0.01% 1154
2025
Q1 		$395K Sell
695
-48
-6% -$27.9K 0.01% 896
2024
Q4 		$446K Sell
743
-48
-6% -$28.8K 0.02% 629
2024
Q3 		$461K Buy
791
+133
+20% +$72.1K 0.02% 620
2024
Q2 		$316K Buy
658
+255
+63% +$127K 0.02% 657
2024
Q1 		$224K Buy
403
+86
+27% +$48.3K 0.01% 653
2023
Q4 		$179K Buy
317
+163
+106% +$84.1K 0.01% 584
2023
Q3 		$78.8K Buy
154
+27
+21% +$14.2K 0.01% 635
2023
Q2 		$59.6K Sell
127
-67
-35% -$32.7K 0.01% 613
2023
Q1 		$109K Sell
194
-15
-7% -$7.93K 0.03% 385
2022
Q4 		$97.2K Buy
+209
New +$97.2K 0.04% 334

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Farther Finance Advisors increased its MSCI (MSCI) stake by 8.2% in Q3 2026, buying an estimated $49.7K and bringing the position to 1,144 shares worth $616K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Farther Finance Advisors first reported a position in MSCI in Q4 2022 and has held it in 16 quarters since. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Farther Finance Advisors held 1,144 shares of MSCI worth $616K as of Q3 2026.
  • Farther Finance Advisors bought 87 MSCI shares in Q3 2026, an estimated $49.7K.
  • MSCI made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1433 holding.
  • Farther Finance Advisors first reported a position in MSCI in Q4 2022 and has held it in 16 quarters since.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

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