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Farther Finance Advisors’s Oil States International OIS Stock Holding History

Farther Finance Advisors’s Portfolio OIS Stock Details OIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12K Buy
1,509
+368
+32% +$3.11K ﹤0.01% 4504
2026
Q2 		$9.14K Sell
1,141
-184
-14% -$1.74K ﹤0.01% 4481
2026
Q1 		$14.7K Buy
1,325
+84
+7% +$867 ﹤0.01% 3863
2025
Q4 		$8.4K Buy
1,241
+1,178
+1,870% +$7.57K ﹤0.01% 4023
2025
Q3 		$382 Buy
+63
New +$345 ﹤0.01% 4601
2024
Q3 		– Sell
-361
Closed -$1.56K – 4085
2024
Q2 		$1.56K Buy
361
+347
+2,479% +$1.67K ﹤0.01% 2891
2024
Q1 		$86 Sell
14
-10
-42% -$60 ﹤0.01% 3402
2023
Q4 		$163 Buy
+24
New +$174 ﹤0.01% 3252

Other funds holding OIS

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Farther Finance Advisors increased its Oil States International (OIS) stake by 32% in Q3 2026, buying an estimated $3.11K and bringing the position to 1,509 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4504.

Farther Finance Advisors first reported a position in OIS in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.7K in Q1 2026. 9 funds tracked by Wall St. Rank hold OIS as of Q3 2026.

  • Farther Finance Advisors held 1,509 shares of Oil States International worth $12K as of Q3 2026.
  • Farther Finance Advisors bought 368 Oil States International shares in Q3 2026, an estimated $3.11K.
  • Oil States International made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4504 holding.
  • Farther Finance Advisors first reported a position in Oil States International in Q4 2023 and has held it in 8 quarters since.
  • Farther Finance Advisors's Oil States International position peaked at $14.7K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Oil States International as of Q3 2026.

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