Farther Finance Advisors
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Farther Finance Advisors’s NIO NIO Stock Holding History

Farther Finance Advisors’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,600
Closed -$13.3K – 5851
2025
Q4 		$13.3K Buy
+2,600
New +$16K ﹤0.01% 3723

Other funds holding NIO

AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

Farther Finance Advisors reduced its NIO (NIO) stake by 2.3% in Q3 2026, selling an estimated $2.94K and leaving 28,388 shares worth $97.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Farther Finance Advisors first reported a position in NIO in Q4 2022 and has held it in 16 quarters since. The position peaked at $181K in Q1 2026. 25 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Farther Finance Advisors held 28,388 shares of NIO worth $97.4K as of Q3 2026.
  • Farther Finance Advisors sold 674 NIO shares in Q3 2026, an estimated $2.94K.
  • NIO made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2882 holding.
  • Farther Finance Advisors first reported a position in NIO in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's NIO position peaked at $181K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NIO as of Q3 2026.

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