FFA
U icon

Farther Finance Advisors’s Unity U Stock Holding History

Farther Finance Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$450K Buy
10,987
+780
+8% +$30K ﹤0.01% 1671
2026
Q2 		$292K Buy
10,207
+2,276
+29% +$60.5K ﹤0.01% 1970
2026
Q1 		$174K Sell
7,931
-1,583
-17% -$43.9K ﹤0.01% 2112
2025
Q4 		$420K Buy
9,514
+1,786
+23% +$72.8K ﹤0.01% 1429
2025
Q3 		$309K Sell
7,728
-3,038
-28% -$113K ﹤0.01% 1369
2025
Q2 		$261K Buy
10,766
+454
+4% +$9.99K 0.01% 1256
2025
Q1 		$208K Sell
10,312
-4,123
-29% -$93.1K 0.01% 1209
2024
Q4 		$324K Buy
14,435
+488
+3% +$10.9K 0.01% 773
2024
Q3 		$315K Buy
13,947
+538
+4% +$9.29K 0.01% 806
2024
Q2 		$212K Buy
13,409
+1,266
+10% +$27.1K 0.01% 816
2024
Q1 		$323K Buy
12,143
+6,836
+129% +$215K 0.02% 513
2023
Q4 		$217K Buy
5,307
+729
+16% +$22.5K 0.02% 530
2023
Q3 		$144K Buy
4,578
+4,485
+4,823% +$173K 0.02% 452
2023
Q2 		$4.04K Sell
93
-2,716
-97% -$87K ﹤0.01% 1503
2023
Q1 		$91.1K Buy
2,809
+2,763
+6,007% +$88.9K 0.03% 423
2022
Q4 		$1.31K Buy
+46
New +$1.44K ﹤0.01% 1584

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Unity (U) stake by 7.6% in Q3 2026, buying an estimated $30K and bringing the position to 10,987 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Farther Finance Advisors first reported a position in U in Q4 2022 and has held it in 16 quarters since. 40 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Farther Finance Advisors held 10,987 shares of Unity worth $450K as of Q3 2026.
  • Farther Finance Advisors bought 780 Unity shares in Q3 2026, an estimated $30K.
  • Unity made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1671 holding.
  • Farther Finance Advisors first reported a position in Unity in Q4 2022 and has held it in 16 quarters since.
  • 40 funds tracked by Wall St. Rank held Unity as of Q3 2026.

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