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Farther Finance Advisors’s Shake Shack SHAK Stock Holding History

Farther Finance Advisors’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.1K Buy
803
+146
+22% +$9.3K ﹤0.01% 3471
2026
Q2 		$36.7K Buy
657
+151
+30% +$11.4K ﹤0.01% 3498
2026
Q1 		$45.9K Sell
506
-429
-46% -$39.5K ﹤0.01% 3049
2025
Q4 		$75.9K Buy
935
+144
+18% +$12.7K ﹤0.01% 2524
2025
Q3 		$74K Buy
791
+12
+2% +$1.38K ﹤0.01% 2217
2025
Q2 		$110K Buy
779
+488
+168% +$53.2K ﹤0.01% 1719
2025
Q1 		$26.5K Buy
291
+263
+939% +$28.5K ﹤0.01% 2237
2024
Q4 		$3.63K Hold
28
– – ﹤0.01% 2791
2024
Q3 		$2.89K Buy
28
+4
+17% +$385 ﹤0.01% 2860
2024
Q2 		$2.08K Buy
24
+9
+60% +$878 ﹤0.01% 2778
2024
Q1 		$1.59K Hold
15
– – ﹤0.01% 2588
2023
Q4 		$1.11K Buy
15
+1
+7% +$61 ﹤0.01% 2676
2023
Q3 		$813 Buy
14
+4
+40% +$284 ﹤0.01% 2134
2023
Q2 		$777 Buy
+10
New +$642 ﹤0.01% 2039

Other funds holding SHAK

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Farther Finance Advisors increased its Shake Shack (SHAK) stake by 22% in Q3 2026, buying an estimated $9.3K and bringing the position to 803 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Farther Finance Advisors first reported a position in SHAK in Q2 2023 and has held it in 14 quarters since. The position peaked at $110K in Q2 2025. 20 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Farther Finance Advisors held 803 shares of Shake Shack worth $47.1K as of Q3 2026.
  • Farther Finance Advisors bought 146 Shake Shack shares in Q3 2026, an estimated $9.3K.
  • Shake Shack made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3471 holding.
  • Farther Finance Advisors first reported a position in Shake Shack in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Shake Shack position peaked at $110K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

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