Farther Finance Advisors’s Peabody Energy BTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.4K	Sell	835 -6,515	-89%	-$228K	﹤0.01%	3433
2025 Q4	$218K	Sell	7,350 -2,742	-27%	-$80.6K	﹤0.01%	1860
2025 Q3	$268K	Buy	10,092 +130	+1%	+$2.32K	﹤0.01%	1449
2025 Q2	$134K	Buy	9,962 +4,946	+99%	+$65.3K	﹤0.01%	1602
2025 Q1	$67.9K	Buy	5,016 +4,718	+1,583%	+$75.9K	﹤0.01%	1736
2024 Q4	$6.24K	Sell	298 -15	-5%	-$370	﹤0.01%	2572
2024 Q3	$8.3K	Buy	313 +1	+0.3%	+$23	﹤0.01%	2435
2024 Q2	$7.42K	Buy	312 +23	+8%	+$531	﹤0.01%	2194
2024 Q1	$6.98K	Sell	289 -11	-4%	-$277	﹤0.01%	1913
2023 Q4	$7.3K	Buy	300 +75	+33%	+$1.81K	﹤0.01%	1770
2023 Q3	$5.85K	Hold	225	–	–	﹤0.01%	1478
2023 Q2	$4.87K	Hold	225	–	–	﹤0.01%	1447
2023 Q1	$5.76K	Sell	225 -25	-10%	-$664	﹤0.01%	1293
2022 Q4	$6.61K	Buy	+250	New	+$6.87K	﹤0.01%	1073

Other funds holding BTU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return