FFA
XP icon

Farther Finance Advisors’s XP XP Stock Holding History

Farther Finance Advisors’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.2K Sell
1,869
-193
-9% -$3.43K ﹤0.01% 3620
2026
Q2 		$33.5K Buy
2,062
+316
+18% +$5.63K ﹤0.01% 3571
2026
Q1 		$32.7K Sell
1,746
-2,095
-55% -$40.5K ﹤0.01% 3302
2025
Q4 		$62.9K Sell
3,841
-4,477
-54% -$78.8K ﹤0.01% 2665
2025
Q3 		$156K Buy
8,318
+3,903
+88% +$70K ﹤0.01% 1754
2025
Q2 		$89.2K Buy
4,415
+4,034
+1,059% +$69.7K ﹤0.01% 1819
2025
Q1 		$5.39K Buy
381
+269
+240% +$3.7K ﹤0.01% 3021
2024
Q4 		$1.33K Sell
112
-524
-82% -$8.25K ﹤0.01% 3156
2024
Q3 		$11.4K Buy
636
+349
+122% +$6.36K ﹤0.01% 2314
2024
Q2 		$4.83K Buy
287
+250
+676% +$5.17K ﹤0.01% 2413
2024
Q1 		$926 Sell
37
-15
-29% -$376 ﹤0.01% 2809
2023
Q4 		$1.35K Buy
52
+27
+108% +$616 ﹤0.01% 2604
2023
Q3 		$584 Buy
+25
New +$627 ﹤0.01% 2226
2023
Q2 		– Sell
-19
Closed -$226 – 2583
2023
Q1 		$226 Buy
+19
New +$271 ﹤0.01% 2183

Other funds holding XP

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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Farther Finance Advisors reduced its XP (XP) stake by 9.4% in Q3 2026, selling an estimated $3.43K and leaving 1,869 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Farther Finance Advisors first reported a position in XP in Q1 2023 and has held it in 14 quarters since. The position peaked at $156K in Q3 2025. 7 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Farther Finance Advisors held 1,869 shares of XP worth $39.2K as of Q3 2026.
  • Farther Finance Advisors sold 193 XP shares in Q3 2026, an estimated $3.43K.
  • XP made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3620 holding.
  • Farther Finance Advisors first reported a position in XP in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's XP position peaked at $156K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held XP as of Q3 2026.

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