FFA
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Farther Finance Advisors’s ASE Group ASX Stock Holding History

Farther Finance Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296K Buy
13,180
+2,119
+19% +$44.6K ﹤0.01% 1740
2025
Q4 		$178K Buy
11,061
+6,209
+128% +$88.2K ﹤0.01% 1983
2025
Q3 		$53.8K Buy
4,852
+2,106
+77% +$22K ﹤0.01% 2396
2025
Q2 		$28.4K Buy
2,746
+1,666
+154% +$15.5K ﹤0.01% 2456
2025
Q1 		$9.71K Sell
1,080
-174
-14% -$1.77K ﹤0.01% 2752
2024
Q4 		$12.6K Buy
1,254
+645
+106% +$6.43K ﹤0.01% 2292
2024
Q3 		$5.94K Buy
609
+78
+15% +$792 ﹤0.01% 2575
2024
Q2 		$6.02K Buy
531
+12
+2% +$130 ﹤0.01% 2314
2024
Q1 		$5.62K Hold
519
– – ﹤0.01% 2017
2023
Q4 		$4.88K Sell
519
-43
-8% -$356 ﹤0.01% 1981
2023
Q3 		$4.23K Buy
+562
New +$4.37K ﹤0.01% 1571

Other funds holding ASX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return