Farther Finance Advisors’s Alexander's ALX Stock Holding History

Farther Finance Advisors’s Portfolio ALX Stock Details ALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.4K	Buy	50 +5	+11%	+$1.19K	﹤0.01%	4018
2025 Q4	$9.81K	Buy	45 +33	+275%	+$7.36K	﹤0.01%	3930
2025 Q3	$2.81K	Buy	12 +2	+20%	+$470	﹤0.01%	4003
2025 Q2	$2.25K	Sell	10 -3	-23%	-$646	﹤0.01%	3658
2025 Q1	$2.74K	Buy	13 +10	+333%	+$2.02K	﹤0.01%	3267
2024 Q4	$600	Hold	3	–	–	﹤0.01%	3408
2024 Q3	$727	Hold	3	–	–	﹤0.01%	3331
2024 Q2	$651	Hold	3	–	–	﹤0.01%	3212
2024 Q1	$650	Hold	3	–	–	﹤0.01%	2936
2023 Q4	$641	Sell	3 -4	-57%	-$757	﹤0.01%	2889
2023 Q3	$1.28K	Hold	7	–	–	﹤0.01%	2006
2023 Q2	$1.29K	Hold	7	–	–	﹤0.01%	1896
2023 Q1	$1.36K	Hold	7	–	–	﹤0.01%	1768
2022 Q4	$1.54K	Buy	+7	New	+$1.6K	﹤0.01%	1533

Other funds holding ALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SG Americas Securities

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return