Farther Finance Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Farther Finance Advisors’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6	Closed	-$1	–	4713
2025 Q1	$1	Sell	6 -45	-88%	-$39	﹤0.01%	4261
2024 Q4	$61	Sell	51 -4	-7%	-$11	﹤0.01%	3854
2024 Q3	$252	Buy	55 +52	+1,733%	+$385	﹤0.01%	3596
2024 Q2	$22	Hold	3	–	–	﹤0.01%	3757
2024 Q1	$98	Hold	3	–	–	﹤0.01%	3383
2023 Q4	$83	Buy	+3	New	+$93	﹤0.01%	3329

Other funds holding NKLA

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Farther Finance Advisors's NKLA Position: Q2 2025 in Review

Farther Finance Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 6 shares — an estimated $1 sold.

Farther Finance Advisors first reported a position in NKLA in Q4 2023 and held it in 6 quarters. The position peaked at $252 in Q3 2024. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

Farther Finance Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
Farther Finance Advisors sold 6 Nikola Corporation Common Stock shares in Q2 2025, an estimated $1.
Farther Finance Advisors first reported a position in Nikola Corporation Common Stock in Q4 2023 and held it in 6 quarters.
Farther Finance Advisors's Nikola Corporation Common Stock position peaked at $252 in Q3 2024.
9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.