FARX ADVISORS INNER CIRCLE FD II
FollowCOM (fund)
8 managers (8 13F filers) reported a position in FARX shares at 2026-03-31, 608,241 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 1
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 608,241
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 217,071 | $6.11M | <0.01% | -2,907 | 13F-HR/ATimelineGroup |
| MLG Wealth Management DBA Pine Grove Fi… | 205,195 | $5.81M | 0.68% | -2,906 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 77,421 | $2.19M | <0.01% | -1,716 | 13F-HRTimelineGroup |
| Frontier Asset Management, LLC | 72,033 | $2.04M | 0.43% | +1,515 | 13F-HRTimeline |
| Bay Colony Advisory Group, Inc d/b/a Ba… | 35,439 | $1M | 0.12% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 830 | $23.5K | <0.01% | -14 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 220 | $6.24K | <0.01% | 0 | 13F-HRTimelineGroup |
| AMERIFLEX GROUP, INC. | 32 | $907 | <0.01% | 0 | 13F-HRTimeline |