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Farther Finance Advisors’s Cushman & Wakefield Ltd CWK Stock Holding History

Farther Finance Advisors’s Portfolio CWK Stock Details CWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$90.1K Buy
7,629
+1,188
+18% +$15.9K ﹤0.01% 2945
2026
Q2 		$86.3K Sell
6,441
-274
-4% -$3.68K ﹤0.01% 2820
2026
Q1 		$83.9K Buy
6,715
+369
+6% +$5.29K ﹤0.01% 2632
2025
Q4 		$103K Buy
6,346
+4,985
+366% +$79K ﹤0.01% 2330
2025
Q3 		$21.7K Buy
1,361
+148
+12% +$2.09K ﹤0.01% 2994
2025
Q2 		$13.4K Buy
1,213
+52
+4% +$510 ﹤0.01% 2918
2025
Q1 		$11.8K Sell
1,161
-82
-7% -$997 ﹤0.01% 2661
2024
Q4 		$16.3K Sell
1,243
-7
-0.6% -$97 ﹤0.01% 2173
2024
Q3 		$17K Buy
1,250
+54
+5% +$681 ﹤0.01% 2158
2024
Q2 		$12.1K Buy
1,196
+195
+19% +$2.02K ﹤0.01% 2004
2024
Q1 		$10.3K Buy
1,001
+78
+8% +$789 ﹤0.01% 1758
2023
Q4 		$9.97K Buy
923
+902
+4,295% +$7.51K ﹤0.01% 1610
2023
Q3 		$160 Hold
21
– – ﹤0.01% 2498
2023
Q2 		$172 Buy
21
+7
+50% +$61 ﹤0.01% 2383
2023
Q1 		$148 Hold
14
– – ﹤0.01% 2246
2022
Q4 		$174 Buy
+14
New +$162 ﹤0.01% 2060

Other funds holding CWK

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Cushman & Wakefield Ltd (CWK) stake by 18% in Q3 2026, buying an estimated $15.9K and bringing the position to 7,629 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Farther Finance Advisors first reported a position in CWK in Q4 2022 and has held it in 16 quarters since. The position peaked at $103K in Q4 2025. 10 funds tracked by Wall St. Rank hold CWK as of Q3 2026.

  • Farther Finance Advisors held 7,629 shares of Cushman & Wakefield Ltd worth $90.1K as of Q3 2026.
  • Farther Finance Advisors bought 1,188 Cushman & Wakefield Ltd shares in Q3 2026, an estimated $15.9K.
  • Cushman & Wakefield Ltd made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2945 holding.
  • Farther Finance Advisors first reported a position in Cushman & Wakefield Ltd in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Cushman & Wakefield Ltd position peaked at $103K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Cushman & Wakefield Ltd as of Q3 2026.

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