Farther Finance Advisors’s Broadridge BR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	8,741 +3,169	+57%	+$602K	0.01%	807
2025 Q4	$1.24M	Buy	5,572 +78	+1%	+$17.8K	0.01%	780
2025 Q3	$1.31M	Sell	5,494 -36	-0.7%	-$8.97K	0.02%	612
2025 Q2	$1.34M	Buy	5,530 +1,987	+56%	+$472K	0.03%	485
2025 Q1	$867K	Buy	3,543 +78	+2%	+$18.4K	0.02%	569
2024 Q4	$783K	Sell	3,465 -74	-2%	-$16.6K	0.03%	443
2024 Q3	$761K	Sell	3,539 -100	-3%	-$20.9K	0.03%	438
2024 Q2	$715K	Buy	3,639 +3,089	+562%	+$613K	0.03%	373
2024 Q1	$112K	Sell	550 -3	-0.5%	-$605	0.01%	912
2023 Q4	$114K	Buy	553 +36	+7%	+$6.64K	0.01%	753
2023 Q3	$92.6K	Buy	517 +38	+8%	+$6.73K	0.01%	590
2023 Q2	$79.3K	Buy	479 +22	+5%	+$3.33K	0.02%	531
2023 Q1	$67K	Sell	457 -62	-12%	-$8.87K	0.02%	522
2022 Q4	$69.6K	Buy	+519	New	+$73.7K	0.03%	414

Other funds holding BR

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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