CHWM
FPI

Cauble & Harre Wealth Management’s Farmland Partners FPI Stock Holding History

Cauble & Harre Wealth Management’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.84M Buy
189,729
+20,130
+12% +$214K 1.47% 19
2026
Q1 		$1.76M Sell
169,599
-52,353
-24% -$600K 1.41% 20
2025
Q4 		$2.15M Buy
+221,952
New +$2.22M 1.8% 17

Other funds holding FPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cauble & Harre Wealth Management's FPI Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Farmland Partners (FPI) stake by 12% in Q2 2026, buying an estimated $214K and bringing the position to 189,729 shares worth $1.84M. The position accounts for 1.47% of the portfolio, ranked #19.

Cauble & Harre Wealth Management first reported a position in FPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2025. 179 funds tracked by Wall St. Rank hold FPI as of Q2 2026.

  • Cauble & Harre Wealth Management held 189,729 shares of Farmland Partners worth $1.84M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 20,130 Farmland Partners shares in Q2 2026, an estimated $214K.
  • Farmland Partners made up 1.47% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Cauble & Harre Wealth Management first reported a position in Farmland Partners in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Farmland Partners position peaked at $2.15M in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.