Farther Finance Advisors
CMCO icon

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
Q3 		$12.3K Buy
774
+59
+8% +$995 ﹤0.01% 4486
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CMCO Position: Q3 2026 in Review

Farther Finance Advisors increased its Columbus McKinnon (CMCO) stake by 8.3% in Q3 2026, buying an estimated $995 and bringing the position to 774 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4486.

Farther Finance Advisors first reported a position in CMCO in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.9K in Q4 2025. 10 funds tracked by Wall St. Rank hold CMCO as of Q3 2026.

  • Farther Finance Advisors held 774 shares of Columbus McKinnon worth $12.3K as of Q3 2026.
  • Farther Finance Advisors bought 59 Columbus McKinnon shares in Q3 2026, an estimated $995.
  • Columbus McKinnon made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4486 holding.
  • Farther Finance Advisors first reported a position in Columbus McKinnon in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Columbus McKinnon position peaked at $19.9K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Columbus McKinnon as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.