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Farther Finance Advisors’s Patrick Industries PATK Stock Holding History

Farther Finance Advisors’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.1K Sell
267
-217
-45% -$17.7K ﹤0.01% 4218
2026
Q2 		$43.5K Buy
484
+215
+80% +$20.5K ﹤0.01% 3352
2026
Q1 		$30.4K Sell
269
-74
-22% -$9.14K ﹤0.01% 3360
2025
Q4 		$37.2K Buy
343
+229
+201% +$24K ﹤0.01% 3007
2025
Q3 		$11.8K Sell
114
-4
-3% -$420 ﹤0.01% 3369
2025
Q2 		$10.9K Buy
118
+115
+3,833% +$9.78K ﹤0.01% 3032
2025
Q1 		$255 Hold
3
– – ﹤0.01% 3908
2024
Q4 		$249 Sell
3
-23
-88% -$2.05K ﹤0.01% 3603
2024
Q3 		$2.42K Buy
26
+17
+189% +$1.43K ﹤0.01% 2931
2024
Q2 		$661 Buy
9
+7
+350% +$512 ﹤0.01% 3208
2024
Q1 		$119 Hold
2
– – ﹤0.01% 3353
2023
Q4 		$100 Buy
+2
New +$110 ﹤0.01% 3301

Other funds holding PATK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Farther Finance Advisors reduced its Patrick Industries (PATK) stake by 45% in Q3 2026, selling an estimated $17.7K and leaving 267 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4218.

Farther Finance Advisors first reported a position in PATK in Q4 2023 and has held it in 12 quarters since. The position peaked at $43.5K in Q2 2026. 10 funds tracked by Wall St. Rank hold PATK as of Q3 2026.

  • Farther Finance Advisors held 267 shares of Patrick Industries worth $18.1K as of Q3 2026.
  • Farther Finance Advisors sold 217 Patrick Industries shares in Q3 2026, an estimated $17.7K.
  • Patrick Industries made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4218 holding.
  • Farther Finance Advisors first reported a position in Patrick Industries in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Patrick Industries position peaked at $43.5K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Patrick Industries as of Q3 2026.

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