Farther Finance Advisors’s Stitch Fix SFIX Stock Holding History

Farther Finance Advisors’s Portfolio SFIX Stock Details SFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.3K	Sell	7,523 -706	-9%	-$2.41K	﹤0.01%	4168
2026 Q2	$33.9K	Sell	8,229 -4,695	-36%	-$17.1K	﹤0.01%	3562
2026 Q1	$43.8K	Buy	12,924 +3,205	+33%	+$13.1K	﹤0.01%	3084
2025 Q4	$51K	Buy	9,719 +3,329	+52%	+$15.2K	﹤0.01%	2804
2025 Q3	$27.8K	Buy	6,390 +472	+8%	+$2.33K	﹤0.01%	2815
2025 Q2	$21.9K	Buy	5,918 +1,824	+45%	+$6.83K	﹤0.01%	2624
2025 Q1	$13.6K	Buy	4,094 +4,034	+6,723%	+$18.4K	﹤0.01%	2587
2024 Q4	$259	Buy	+60	New	+$221	﹤0.01%	3594
2024 Q2	–	Sell	-13	Closed	-$34	–	3911
2024 Q1	$34	Sell	13 -132	-91%	-$406	﹤0.01%	3496
2023 Q4	$518	Buy	145 +132	+1,015%	+$466	﹤0.01%	2964
2023 Q3	$45	Buy	+13	New	+$52	﹤0.01%	2577
2023 Q2	–	Sell	-224	Closed	-$1.15K	–	2559
2023 Q1	$1.15K	Buy	224 +141	+170%	+$660	﹤0.01%	1815
2022 Q4	$258	Buy	+83	New	+$310	﹤0.01%	1979

Other funds holding SFIX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Farther Finance Advisors reduced its Stitch Fix (SFIX) stake by 8.6% in Q3 2026, selling an estimated $2.41K and leaving 7,523 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4168.

Farther Finance Advisors first reported a position in SFIX in Q4 2022 and has held it in 13 quarters since. The position peaked at $51K in Q4 2025. 10 funds tracked by Wall St. Rank hold SFIX as of Q3 2026.

Farther Finance Advisors held 7,523 shares of Stitch Fix worth $19.3K as of Q3 2026.
Farther Finance Advisors sold 706 Stitch Fix shares in Q3 2026, an estimated $2.41K.
Stitch Fix made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4168 holding.
Farther Finance Advisors first reported a position in Stitch Fix in Q4 2022 and has held it in 13 quarters since.
Farther Finance Advisors's Stitch Fix position peaked at $51K in Q4 2025.
10 funds tracked by Wall St. Rank held Stitch Fix as of Q3 2026.

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