Farther Finance Advisors’s Octave Specialty Group OSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.39K	Buy	818 +66	+9%	+$338	﹤0.01%	5191
2026 Q2	$4.69K	Sell	752 -3,100	-80%	-$16.1K	﹤0.01%	4833
2026 Q1	$17.7K	Buy	3,852 +3,730	+3,057%	+$21.4K	﹤0.01%	3744
2025 Q4	$949	Buy	122 +17	+16%	+$145	﹤0.01%	4925
2025 Q3	$876	Buy	+105	New	+$887	﹤0.01%	4405
2025 Q2	–	Sell	-256	Closed	-$2.11K	–	4497
2025 Q1	$2.11K	Buy	256 +167	+188%	+$1.76K	﹤0.01%	3371
2024 Q4	$1.13K	Hold	89	–	–	﹤0.01%	3206
2024 Q3	$998	Buy	89 +14	+19%	+$164	﹤0.01%	3247
2024 Q2	$938	Buy	75 +74	+7,400%	+$1.13K	﹤0.01%	3101
2024 Q1	$15	Sell	1 -1	-50%	-$16	﹤0.01%	3550
2023 Q4	$33	Buy	+2	New	+$28	﹤0.01%	3419

Other funds holding OSG

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Farther Finance Advisors increased its Octave Specialty Group (OSG) stake by 8.8% in Q3 2026, buying an estimated $338 and bringing the position to 818 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #5191.

Farther Finance Advisors first reported a position in OSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7K in Q1 2026. 2 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

Farther Finance Advisors held 818 shares of Octave Specialty Group worth $3.39K as of Q3 2026.
Farther Finance Advisors bought 66 Octave Specialty Group shares in Q3 2026, an estimated $338.
Octave Specialty Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5191 holding.
Farther Finance Advisors first reported a position in Octave Specialty Group in Q4 2023 and has held it in 11 quarters since.
Farther Finance Advisors's Octave Specialty Group position peaked at $17.7K in Q1 2026.
2 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

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