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Farther Finance Advisors’s Ring Energy REI Stock Holding History

Farther Finance Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.65K Buy
+2,024
New +$2.7K ﹤0.01% 5301
2025
Q1 		– Sell
-88
Closed -$120 – 4396
2024
Q4 		$120 Hold
88
– – ﹤0.01% 3755
2024
Q3 		$141 Hold
88
– – ﹤0.01% 3727
2024
Q2 		$151 Hold
88
– – ﹤0.01% 3541
2024
Q1 		$174 Sell
88
-533
-86% -$793 ﹤0.01% 3297
2023
Q4 		$907 Buy
+621
New +$1.02K ﹤0.01% 2776

Other funds holding REI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 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
TIM
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in Ring Energy (REI) in Q3 2026: 2,024 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #5301 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in REI as recently as Q4 2024.

Farther Finance Advisors first reported a position in REI in Q4 2023 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • Farther Finance Advisors held 2,024 shares of Ring Energy worth $2.65K as of Q3 2026.
  • Ring Energy was a new Farther Finance Advisors position in Q3 2026.
  • Ring Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5301 holding.
  • Farther Finance Advisors first reported a position in Ring Energy in Q4 2023 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

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