FFA
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Farther Finance Advisors’s Columbus McKinnon CMCO Stock Holding History

Farther Finance Advisors’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Sell
715
-326
-31% -$4.86K ﹤0.01% 4373
2026
Q1 		$14.9K Sell
1,041
-113
-10% -$2.11K ﹤0.01% 3850
2025
Q4 		$19.9K Buy
1,154
+778
+207% +$12.5K ﹤0.01% 3448
2025
Q3 		$5.39K Buy
376
+338
+889% +$5.08K ﹤0.01% 3726
2025
Q2 		$580 Buy
38
+28
+280% +$428 ﹤0.01% 4018
2025
Q1 		$167 Sell
10
-7
-41% -$182 ﹤0.01% 3984
2024
Q4 		$633 Hold
17
– – ﹤0.01% 3390
2024
Q3 		$609 Hold
17
– – ﹤0.01% 3383
2024
Q2 		$566 Hold
17
– – ﹤0.01% 3246
2024
Q1 		$733 Hold
17
– – ﹤0.01% 2893
2023
Q4 		$663 Sell
17
-9
-35% -$316 ﹤0.01% 2878
2023
Q3 		$908 Hold
26
– – ﹤0.01% 2102
2023
Q2 		$1.06K Hold
26
– – ﹤0.01% 1960
2023
Q1 		$966 Buy
26
+19
+271% +$689 ﹤0.01% 1856
2022
Q4 		$227 Buy
+7
New +$207 ﹤0.01% 2011

Other funds holding CMCO

BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Farther Finance Advisors reduced its Columbus McKinnon (CMCO) stake by 31% in Q2 2026, selling an estimated $4.86K and leaving 715 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4373.

Farther Finance Advisors first reported a position in CMCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.9K in Q4 2025. 21 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Farther Finance Advisors held 715 shares of Columbus McKinnon worth $10.8K as of Q2 2026.
  • Farther Finance Advisors sold 326 Columbus McKinnon shares in Q2 2026, an estimated $4.86K.
  • Columbus McKinnon made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4373 holding.
  • Farther Finance Advisors first reported a position in Columbus McKinnon in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Columbus McKinnon position peaked at $19.9K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

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