FFA
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Farther Finance Advisors’s Curtiss-Wright CW Stock Holding History

Farther Finance Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$652K Sell
1,199
-55
-4% -$36.2K ﹤0.01% 1391
2026
Q2 		$948K Sell
1,254
-10
-0.8% -$7.33K 0.01% 1141
2026
Q1 		$881K Buy
1,264
+148
+13% +$98.4K 0.01% 1050
2025
Q4 		$615K Buy
1,116
+205
+23% +$114K 0.01% 1173
2025
Q3 		$495K Sell
911
-904
-50% -$445K 0.01% 1075
2025
Q2 		$887K Sell
1,815
-17
-0.9% -$6.71K 0.02% 642
2025
Q1 		$591K Buy
1,832
+93
+5% +$31.4K 0.02% 714
2024
Q4 		$617K Buy
1,739
+982
+130% +$354K 0.02% 521
2024
Q3 		$249K Sell
757
-763
-50% -$226K 0.01% 909
2024
Q2 		$412K Buy
1,520
+1,440
+1,800% +$385K 0.02% 556
2024
Q1 		$20.6K Buy
80
+22
+38% +$5.12K ﹤0.01% 1483
2023
Q4 		$12.9K Buy
58
+46
+383% +$9.62K ﹤0.01% 1498
2023
Q3 		$2.35K Buy
12
+7
+140% +$1.39K ﹤0.01% 1793
2023
Q2 		$918 Buy
5
+1
+25% +$170 ﹤0.01% 2002
2023
Q1 		$705 Hold
4
– – ﹤0.01% 1917
2022
Q4 		$668 Buy
+4
New +$666 ﹤0.01% 1763

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Farther Finance Advisors reduced its Curtiss-Wright (CW) stake by 4.4% in Q3 2026, selling an estimated $36.2K and leaving 1,199 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Farther Finance Advisors first reported a position in CW in Q4 2022 and has held it in 16 quarters since. The position peaked at $948K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Farther Finance Advisors held 1,199 shares of Curtiss-Wright worth $652K as of Q3 2026.
  • Farther Finance Advisors sold 55 Curtiss-Wright shares in Q3 2026, an estimated $36.2K.
  • Curtiss-Wright made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1391 holding.
  • Farther Finance Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Curtiss-Wright position peaked at $948K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

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