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Farther Finance Advisors’s Vuzix VUZI Stock Holding History

Farther Finance Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174 Buy
60
+55
+1,100% +$173 ﹤0.01% 5738
2026
Q1 		$12 Buy
+5
New +$14 ﹤0.01% 5688
2024
Q1 		– Sell
-28
Closed -$58 – 3750
2023
Q4 		$58 Buy
+28
New +$76 ﹤0.01% 3360

Other funds holding VUZI

TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Farther Finance Advisors's VUZI Position: Q2 2026 in Review

Farther Finance Advisors increased its Vuzix (VUZI) stake by 1,100% in Q2 2026, buying an estimated $173 and bringing the position to 60 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #5738.

Farther Finance Advisors first reported a position in VUZI in Q4 2023 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold VUZI as of Q2 2026.

  • Farther Finance Advisors held 60 shares of Vuzix worth $174 as of Q2 2026.
  • Farther Finance Advisors bought 55 Vuzix shares in Q2 2026, an estimated $173.
  • Vuzix made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5738 holding.
  • Farther Finance Advisors first reported a position in Vuzix in Q4 2023 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Vuzix as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.