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Farther Finance Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

Farther Finance Advisors’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$105K Sell
1,469
-1,702
-54% -$104K ﹤0.01% 2815
2026
Q2 		$255K Buy
3,171
+816
+35% +$58.3K ﹤0.01% 2064
2026
Q1 		$131K Buy
2,355
+1,983
+533% +$107K ﹤0.01% 2315
2025
Q4 		$17.1K Buy
372
+113
+44% +$5.47K ﹤0.01% 3541
2025
Q3 		$10.4K Buy
259
+235
+979% +$7.35K ﹤0.01% 3430
2025
Q2 		$679 Sell
24
-15
-38% -$353 ﹤0.01% 3983
2025
Q1 		$826 Buy
39
+18
+86% +$499 ﹤0.01% 3671
2024
Q4 		$604 Buy
21
+1
+5% +$20 ﹤0.01% 3405
2024
Q3 		$255 Hold
20
– – ﹤0.01% 3592
2024
Q2 		$171 Hold
20
– – ﹤0.01% 3518
2024
Q1 		$174 Sell
20
-58
-74% -$455 ﹤0.01% 3298
2023
Q4 		$621 Buy
+78
New +$705 ﹤0.01% 2905

Other funds holding SEI

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

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

Farther Finance Advisors reduced its Solaris Energy Infrastructure (SEI) stake by 54% in Q3 2026, selling an estimated $104K and leaving 1,469 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Farther Finance Advisors first reported a position in SEI in Q4 2023 and has held it in 12 quarters since. The position peaked at $255K in Q2 2026. 12 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • Farther Finance Advisors held 1,469 shares of Solaris Energy Infrastructure worth $105K as of Q3 2026.
  • Farther Finance Advisors sold 1,702 Solaris Energy Infrastructure shares in Q3 2026, an estimated $104K.
  • Solaris Energy Infrastructure made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2815 holding.
  • Farther Finance Advisors first reported a position in Solaris Energy Infrastructure in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Solaris Energy Infrastructure position peaked at $255K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

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