FFA
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Farther Finance Advisors’s Brunswick BC Stock Holding History

Farther Finance Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7K Buy
1,119
+740
+195% +$59.7K ﹤0.01% 2651
2025
Q4 		$28.1K Buy
379
+159
+72% +$10.8K ﹤0.01% 3203
2025
Q3 		$13.9K Buy
220
+36
+20% +$2.23K ﹤0.01% 3263
2025
Q2 		$10.1K Sell
184
-715
-80% -$36.1K ﹤0.01% 3070
2025
Q1 		$48.5K Sell
899
-2,728
-75% -$171K ﹤0.01% 1913
2024
Q4 		$235K Sell
3,627
-208
-5% -$16.3K 0.01% 915
2024
Q3 		$321K Sell
3,835
-144
-4% -$11.2K 0.01% 798
2024
Q2 		$282K Buy
3,979
+2,067
+108% +$169K 0.01% 694
2024
Q1 		$183K Buy
1,912
+1,824
+2,073% +$160K 0.01% 717
2023
Q4 		$8.53K Buy
88
+21
+31% +$1.67K ﹤0.01% 1688
2023
Q3 		$5.3K Buy
67
+19
+40% +$1.56K ﹤0.01% 1501
2023
Q2 		$4.16K Sell
48
-1
-2% -$82 ﹤0.01% 1491
2023
Q1 		$4.02K Sell
49
-28
-36% -$2.32K ﹤0.01% 1405
2022
Q4 		$5.55K Buy
+77
New +$5.48K ﹤0.01% 1133

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return