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Farther Finance Advisors’s Atlas Energy Solutions AESI Stock Holding History

Farther Finance Advisors’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.07K Sell
672
-178
-21% -$2.28K ﹤0.01% 4742
2026
Q2 		$14.1K Buy
850
+232
+38% +$3.79K ﹤0.01% 4211
2026
Q1 		$7.54K Sell
618
-128
-17% -$1.5K ﹤0.01% 4287
2025
Q4 		$7.03K Buy
746
+307
+70% +$3.1K ﹤0.01% 4135
2025
Q3 		$4.99K Buy
+439
New +$5.38K ﹤0.01% 3768
2025
Q2 		– Sell
-70
Closed -$1.27K – 4492
2025
Q1 		$1.27K Buy
+70
New +$1.46K ﹤0.01% 3545

Other funds holding AESI

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 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
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Farther Finance Advisors reduced its Atlas Energy Solutions (AESI) stake by 21% in Q3 2026, selling an estimated $2.28K and leaving 672 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #4742.

Farther Finance Advisors first reported a position in AESI in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.1K in Q2 2026. 8 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Farther Finance Advisors held 672 shares of Atlas Energy Solutions worth $8.07K as of Q3 2026.
  • Farther Finance Advisors sold 178 Atlas Energy Solutions shares in Q3 2026, an estimated $2.28K.
  • Atlas Energy Solutions made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4742 holding.
  • Farther Finance Advisors first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Atlas Energy Solutions position peaked at $14.1K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

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