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Farther Finance Advisors’s Roku ROKU Stock Holding History

Farther Finance Advisors’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$437K Buy
3,162
+1,169
+59% +$143K ﹤0.01% 1649
2026
Q1 		$189K Sell
1,993
-1,593
-44% -$155K ﹤0.01% 2056
2025
Q4 		$389K Buy
3,586
+1,586
+79% +$161K ﹤0.01% 1479
2025
Q3 		$200K Buy
2,000
+145
+8% +$13.4K ﹤0.01% 1613
2025
Q2 		$163K Buy
1,855
+1,288
+227% +$90K ﹤0.01% 1495
2025
Q1 		$40K Sell
567
-60
-10% -$4.8K ﹤0.01% 2008
2024
Q4 		$46.6K Buy
627
+121
+24% +$9.17K ﹤0.01% 1696
2024
Q3 		$37.8K Buy
506
+58
+13% +$3.72K ﹤0.01% 1791
2024
Q2 		$28K Buy
448
+20
+5% +$1.17K ﹤0.01% 1647
2024
Q1 		$27.5K Buy
428
+68
+19% +$5.29K ﹤0.01% 1398
2023
Q4 		$33K Buy
360
+252
+233% +$21.1K ﹤0.01% 1173
2023
Q3 		$7.62K Buy
108
+38
+54% +$2.94K ﹤0.01% 1375
2023
Q2 		$4.48K Buy
70
+38
+119% +$2.31K ﹤0.01% 1473
2023
Q1 		$2.11K Sell
32
-19
-37% -$1.11K ﹤0.01% 1630
2022
Q4 		$2.08K Buy
+51
New +$2.67K ﹤0.01% 1433

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Farther Finance Advisors's ROKU Position: Q2 2026 in Review

Farther Finance Advisors increased its Roku (ROKU) stake by 59% in Q2 2026, buying an estimated $143K and bringing the position to 3,162 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Farther Finance Advisors first reported a position in ROKU in Q4 2022 and has held it in 15 quarters since. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Farther Finance Advisors held 3,162 shares of Roku worth $437K as of Q2 2026.
  • Farther Finance Advisors bought 1,169 Roku shares in Q2 2026, an estimated $143K.
  • Roku made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1649 holding.
  • Farther Finance Advisors first reported a position in Roku in Q4 2022 and has held it in 15 quarters since.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.