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Farther Finance Advisors’s UL Solutions ULS Stock Holding History

Farther Finance Advisors’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$153K Buy
2,331
+732
+46% +$57.3K ﹤0.01% 2518
2026
Q2 		$163K Buy
1,599
+90
+6% +$8.51K ﹤0.01% 2393
2026
Q1 		$128K Buy
1,509
+180
+14% +$14.2K ﹤0.01% 2330
2025
Q4 		$105K Buy
1,329
+30
+2% +$2.41K ﹤0.01% 2320
2025
Q3 		$92K Buy
1,299
+1,265
+3,721% +$86.2K ﹤0.01% 2080
2025
Q2 		$2.48K Buy
+34
New +$2.23K ﹤0.01% 3630

Other funds holding ULS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors increased its UL Solutions (ULS) stake by 46% in Q3 2026, buying an estimated $57.3K and bringing the position to 2,331 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Farther Finance Advisors first reported a position in ULS in Q2 2025 and has held it in 6 quarters since. The position peaked at $163K in Q2 2026. 17 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Farther Finance Advisors held 2,331 shares of UL Solutions worth $153K as of Q3 2026.
  • Farther Finance Advisors bought 732 UL Solutions shares in Q3 2026, an estimated $57.3K.
  • UL Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2518 holding.
  • Farther Finance Advisors first reported a position in UL Solutions in Q2 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's UL Solutions position peaked at $163K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

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