Position in SF
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$186,216
-$114,638 QoQ
Shares Held
2,669
-34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#442
of 592 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Farther Finance Advisors, LLC holds $38,170,276 across 51 Capital Markets names. SF ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,716 | $11,849,210 | |
| 2 | SCHW |
Schwab Charles Corp
|
76,446 | $7,053,672 | |
| 3 | MS |
Morgan Stanley
|
30,785 | $6,435,296 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,675 | $3,176,369 | |
| 5 | IREN |
IREN Ltd
|
64,882 | $2,967,053 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,562 | $919,316 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,597 | $731,522 | |
| 8 | PIPR |
Piper Sandler Companies
|
8,436 | $610,260 |
All Filings in SF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,216 | 2,669 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $300,854 | 4,070 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $346,608 | 2,768 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $78,180 | 689 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $43,068 | 415 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $110,189 | 1,169 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $35,324 | 333 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $112,773 | 1,201 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $40,728 | 484 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $217,077 | 2,777 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,447 | 180 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $430 | 7 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $4,377 | 75 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||