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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
Q3 		$564K Buy
3,701
+539
+17% +$81.1K ﹤0.01% 1499
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Farther Finance Advisors increased its Roku (ROKU) stake by 17% in Q3 2026, buying an estimated $81.1K and bringing the position to 3,701 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Farther Finance Advisors first reported a position in ROKU in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Farther Finance Advisors held 3,701 shares of Roku worth $564K as of Q3 2026.
  • Farther Finance Advisors bought 539 Roku shares in Q3 2026, an estimated $81.1K.
  • Roku made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1499 holding.
  • Farther Finance Advisors first reported a position in Roku in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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