FFA
AVY icon

Farther Finance Advisors’s Avery Dennison AVY Stock Holding History

Farther Finance Advisors’s Portfolio AVY Stock Details AVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$531K Buy
3,110
+1,351
+77% +$230K ﹤0.01% 1539
2026
Q2 		$286K Sell
1,759
-159
-8% -$25.9K ﹤0.01% 1985
2026
Q1 		$332K Sell
1,918
-143
-7% -$26.3K ﹤0.01% 1680
2025
Q4 		$375K Buy
2,061
+1,622
+369% +$281K ﹤0.01% 1501
2025
Q3 		$71.2K Buy
439
+96
+28% +$16.5K ﹤0.01% 2248
2025
Q2 		$60.2K Buy
343
+34
+11% +$5.96K ﹤0.01% 2041
2025
Q1 		$55.5K Sell
309
-100
-24% -$18.4K ﹤0.01% 1845
2024
Q4 		$76.6K Buy
409
+136
+50% +$27.8K ﹤0.01% 1437
2024
Q3 		$60.3K Sell
273
-902
-77% -$195K ﹤0.01% 1547
2024
Q2 		$251K Buy
1,175
+1,090
+1,282% +$242K 0.01% 745
2024
Q1 		$19K Sell
85
-1
-1% -$207 ﹤0.01% 1509
2023
Q4 		$17.4K Buy
86
+30
+54% +$5.61K ﹤0.01% 1374
2023
Q3 		$10.2K Sell
56
-41
-42% -$7.42K ﹤0.01% 1284
2023
Q2 		$16.7K Sell
97
-1
-1% -$171 ﹤0.01% 1055
2023
Q1 		$17.5K Buy
98
+18
+23% +$3.27K 0.01% 941
2022
Q4 		$14.5K Buy
+80
New +$14.3K 0.01% 831

Other funds holding AVY

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Farther Finance Advisors increased its Avery Dennison (AVY) stake by 77% in Q3 2026, buying an estimated $230K and bringing the position to 3,110 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Farther Finance Advisors first reported a position in AVY in Q4 2022 and has held it in 16 quarters since. 18 funds tracked by Wall St. Rank hold AVY as of Q3 2026.

  • Farther Finance Advisors held 3,110 shares of Avery Dennison worth $531K as of Q3 2026.
  • Farther Finance Advisors bought 1,351 Avery Dennison shares in Q3 2026, an estimated $230K.
  • Avery Dennison made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1539 holding.
  • Farther Finance Advisors first reported a position in Avery Dennison in Q4 2022 and has held it in 16 quarters since.
  • 18 funds tracked by Wall St. Rank held Avery Dennison as of Q3 2026.

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