FFA
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Farther Finance Advisors’s Winmark WINA Stock Holding History

Farther Finance Advisors’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.83K Sell
26
-69
-73% -$23.7K ﹤0.01% 4767
2026
Q2 		$40.2K Sell
95
-13
-12% -$5.08K ﹤0.01% 3426
2026
Q1 		$46.8K Buy
108
+70
+184% +$30.9K ﹤0.01% 3041
2025
Q4 		$15.4K Buy
38
+7
+23% +$3K ﹤0.01% 3613
2025
Q3 		$15.4K Buy
+31
New +$13.3K ﹤0.01% 3199

Other funds holding WINA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Farther Finance Advisors reduced its Winmark (WINA) stake by 73% in Q3 2026, selling an estimated $23.7K and leaving 26 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4767.

Farther Finance Advisors first reported a position in WINA in Q3 2025 and has held it in 5 quarters since. The position peaked at $46.8K in Q1 2026. 8 funds tracked by Wall St. Rank hold WINA as of Q3 2026.

  • Farther Finance Advisors held 26 shares of Winmark worth $7.83K as of Q3 2026.
  • Farther Finance Advisors sold 69 Winmark shares in Q3 2026, an estimated $23.7K.
  • Winmark made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4767 holding.
  • Farther Finance Advisors first reported a position in Winmark in Q3 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Winmark position peaked at $46.8K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Winmark as of Q3 2026.

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