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Farther Finance Advisors’s Charter Communications CHTR Stock Holding History

Farther Finance Advisors’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Buy
2,159
+799
+59% +$133K ﹤0.01% 1928
2026
Q1 		$294K Buy
1,360
+537
+65% +$116K ﹤0.01% 1747
2025
Q4 		$172K Buy
823
+264
+47% +$59.4K ﹤0.01% 2012
2025
Q3 		$154K Sell
559
-47
-8% -$14.2K ﹤0.01% 1762
2025
Q2 		$248K Buy
606
+108
+22% +$41.3K ﹤0.01% 1285
2025
Q1 		$185K Buy
498
+190
+62% +$68K ﹤0.01% 1263
2024
Q4 		$105K Sell
308
-62
-17% -$22.4K ﹤0.01% 1292
2024
Q3 		$120K Buy
370
+162
+78% +$54.5K ﹤0.01% 1222
2024
Q2 		$61.5K Buy
208
+90
+76% +$24.6K ﹤0.01% 1332
2024
Q1 		$33.4K Sell
118
-80
-40% -$25.7K ﹤0.01% 1322
2023
Q4 		$77K Buy
198
+141
+247% +$57.5K 0.01% 884
2023
Q3 		$25.1K Buy
57
+9
+19% +$3.74K ﹤0.01% 1019
2023
Q2 		$17.6K Sell
48
-14
-23% -$4.78K ﹤0.01% 1040
2023
Q1 		$22.2K Buy
62
+15
+32% +$5.6K 0.01% 867
2022
Q4 		$15.9K Buy
+47
New +$16.5K 0.01% 800

Other funds holding CHTR

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's CHTR Position: Q2 2026 in Review

Farther Finance Advisors increased its Charter Communications (CHTR) stake by 59% in Q2 2026, buying an estimated $133K and bringing the position to 2,159 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Farther Finance Advisors first reported a position in CHTR in Q4 2022 and has held it in 15 quarters since. 136 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Farther Finance Advisors held 2,159 shares of Charter Communications worth $309K as of Q2 2026.
  • Farther Finance Advisors bought 799 Charter Communications shares in Q2 2026, an estimated $133K.
  • Charter Communications made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1928 holding.
  • Farther Finance Advisors first reported a position in Charter Communications in Q4 2022 and has held it in 15 quarters since.
  • 136 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.