Farther Finance Advisors’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$64.4K	Buy	114 +34	+43%	+$19.1K	﹤0.01%	3207
2026 Q2	$42.7K	Sell	80 -23	-22%	-$17.4K	﹤0.01%	3370
2026 Q1	$84.7K	Sell	103 -83	-45%	-$56.4K	﹤0.01%	2623
2025 Q4	$103K	Buy	186 +119	+178%	+$75.3K	﹤0.01%	2329
2025 Q3	$44.3K	Sell	67 -36	-35%	-$18K	﹤0.01%	2518
2025 Q2	$42.4K	Sell	103 -1	-1%	-$364	﹤0.01%	2212
2025 Q1	$32.3K	Sell	104 -18	-15%	-$6.36K	﹤0.01%	2126
2024 Q4	$40.5K	Buy	122 +39	+47%	+$11.7K	﹤0.01%	1767
2024 Q3	$18.4K	Buy	83 +76	+1,086%	+$13.9K	﹤0.01%	2120
2024 Q2	$1.03K	Hold	7	–	–	﹤0.01%	3070
2024 Q1	$806	Buy	7 +2	+40%	+$245	﹤0.01%	2850
2023 Q4	$698	Hold	5	–	–	﹤0.01%	2858
2023 Q3	$727	Sell	5 -1	-17%	-$168	﹤0.01%	2164
2023 Q2	$1.05K	Buy	6 +1	+20%	+$202	﹤0.01%	1961
2023 Q1	$1.36K	Hold	5	–	–	﹤0.01%	1765
2022 Q4	$1.37K	Buy	+5	New	+$1.49K	﹤0.01%	1570

Other funds holding UI

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

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

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

Farther Finance Advisors increased its Ubiquiti (UI) stake by 43% in Q3 2026, buying an estimated $19.1K and bringing the position to 114 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

Farther Finance Advisors first reported a position in UI in Q4 2022 and has held it in 16 quarters since. The position peaked at $103K in Q4 2025. 28 funds tracked by Wall St. Rank hold UI as of Q3 2026.

Farther Finance Advisors held 114 shares of Ubiquiti worth $64.4K as of Q3 2026.
Farther Finance Advisors bought 34 Ubiquiti shares in Q3 2026, an estimated $19.1K.
Ubiquiti made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3207 holding.
Farther Finance Advisors first reported a position in Ubiquiti in Q4 2022 and has held it in 16 quarters since.
Farther Finance Advisors's Ubiquiti position peaked at $103K in Q4 2025.
28 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2026.

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