FFA
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Farther Finance Advisors’s Core Laboratories CLB Stock Holding History

Farther Finance Advisors’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Buy
13,955
+4,010
+40% +$71.7K ﹤0.01% 1938
2025
Q4 		$159K Buy
9,945
+6,033
+154% +$89.8K ﹤0.01% 2060
2025
Q3 		$48.4K Buy
3,912
+43
+1% +$504 ﹤0.01% 2460
2025
Q2 		$44.6K Sell
3,869
-19,997
-84% -$237K ﹤0.01% 2191
2025
Q1 		$358K Hold
23,866
– – 0.01% 950
2024
Q4 		$413K Hold
23,866
– – 0.01% 665
2024
Q3 		$442K Sell
23,866
-1,718
-7% -$34.5K 0.02% 642
2024
Q2 		$511K Buy
25,584
+5,718
+29% +$101K 0.02% 473
2024
Q1 		$340K Buy
19,866
+13,197
+198% +$208K 0.02% 488
2023
Q4 		$118K Buy
6,669
+2,669
+67% +$53.8K 0.01% 736
2023
Q3 		$96K Hold
4,000
– – 0.02% 573
2023
Q2 		$93K Hold
4,000
– – 0.02% 487
2023
Q1 		$88.2K Buy
+4,000
New +$93.6K 0.03% 435

Other funds holding CLB

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return