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Farther Finance Advisors’s Shoals Technologies Group SHLS Stock Holding History

Farther Finance Advisors’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$33.5K Buy
4,134
+3,352
+429% +$28.2K ﹤0.01% 3747
2026
Q2 		$7.73K Sell
782
-1,295
-62% -$11.8K ﹤0.01% 4581
2026
Q1 		$14.3K Buy
2,077
+149
+8% +$1.22K ﹤0.01% 3884
2025
Q4 		$16.4K Sell
1,928
-104
-5% -$934 ﹤0.01% 3570
2025
Q3 		$15.1K Buy
2,032
+1,475
+265% +$9.07K ﹤0.01% 3211
2025
Q2 		$2.37K Buy
557
+542
+3,613% +$2.35K ﹤0.01% 3646
2025
Q1 		$49 Sell
15
-25
-63% -$104 ﹤0.01% 4125
2024
Q4 		$221 Sell
40
-10
-20% -$51 ﹤0.01% 3639
2024
Q3 		$281 Hold
50
– – ﹤0.01% 3577
2024
Q2 		$306 Hold
50
– – ﹤0.01% 3391
2024
Q1 		$569 Sell
50
-37
-43% -$509 ﹤0.01% 2979
2023
Q4 		$1.35K Buy
87
+57
+190% +$863 ﹤0.01% 2602
2023
Q3 		$548 Buy
30
+5
+20% +$111 ﹤0.01% 2243
2023
Q2 		$639 Hold
25
– – ﹤0.01% 2083
2023
Q1 		$570 Hold
25
– – ﹤0.01% 1973
2022
Q4 		$617 Buy
+25
New +$604 ﹤0.01% 1790

Other funds holding SHLS

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Farther Finance Advisors increased its Shoals Technologies Group (SHLS) stake by 429% in Q3 2026, buying an estimated $28.2K and bringing the position to 4,134 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Farther Finance Advisors first reported a position in SHLS in Q4 2022 and has held it in 16 quarters since. 8 funds tracked by Wall St. Rank hold SHLS as of Q3 2026.

  • Farther Finance Advisors held 4,134 shares of Shoals Technologies Group worth $33.5K as of Q3 2026.
  • Farther Finance Advisors bought 3,352 Shoals Technologies Group shares in Q3 2026, an estimated $28.2K.
  • Shoals Technologies Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3747 holding.
  • Farther Finance Advisors first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 16 quarters since.
  • 8 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2026.

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