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Farther Finance Advisors’s A.O. Smith AOS Stock Holding History

Farther Finance Advisors’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256K Buy
4,549
+3,736
+460% +$225K ﹤0.01% 2102
2026
Q2 		$50.7K Sell
813
-766
-49% -$46.4K ﹤0.01% 3236
2026
Q1 		$103K Sell
1,579
-49
-3% -$3.53K ﹤0.01% 2492
2025
Q4 		$109K Sell
1,628
-18
-1% -$1.22K ﹤0.01% 2296
2025
Q3 		$121K Buy
1,646
+571
+53% +$40.8K ﹤0.01% 1916
2025
Q2 		$70.5K Buy
1,075
+583
+118% +$38.1K ﹤0.01% 1952
2025
Q1 		$32.3K Buy
492
+115
+31% +$7.77K ﹤0.01% 2129
2024
Q4 		$25.7K Sell
377
-1
-0.3% -$76 ﹤0.01% 1979
2024
Q3 		$34K Buy
378
+24
+7% +$1.99K ﹤0.01% 1841
2024
Q2 		$28.4K Sell
354
-75
-17% -$6.35K ﹤0.01% 1642
2024
Q1 		$38.2K Buy
429
+114
+36% +$9.4K ﹤0.01% 1274
2023
Q4 		$26K Buy
315
+122
+63% +$9K ﹤0.01% 1253
2023
Q3 		$12.8K Sell
193
-95
-33% -$6.74K ﹤0.01% 1216
2023
Q2 		$21K Sell
288
-3
-1% -$205 ﹤0.01% 987
2023
Q1 		$20.1K Buy
291
+107
+58% +$6.95K 0.01% 902
2022
Q4 		$10.5K Buy
+184
New +$10.3K ﹤0.01% 930

Other funds holding AOS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Farther Finance Advisors increased its A.O. Smith (AOS) stake by 460% in Q3 2026, buying an estimated $225K and bringing the position to 4,549 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Farther Finance Advisors first reported a position in AOS in Q4 2022 and has held it in 16 quarters since. 22 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Farther Finance Advisors held 4,549 shares of A.O. Smith worth $256K as of Q3 2026.
  • Farther Finance Advisors bought 3,736 A.O. Smith shares in Q3 2026, an estimated $225K.
  • A.O. Smith made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2102 holding.
  • Farther Finance Advisors first reported a position in A.O. Smith in Q4 2022 and has held it in 16 quarters since.
  • 22 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

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