Farther Finance Advisors’s Dolby DLB Stock Holding History

Farther Finance Advisors’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.6K	Sell	1,229 -3	-0.2%	-$190	﹤0.01%	2722
2025 Q4	$79.1K	Buy	1,232 +402	+48%	+$27K	﹤0.01%	2497
2025 Q3	$60.1K	Buy	830 +115	+16%	+$8.46K	﹤0.01%	2343
2025 Q2	$53.1K	Sell	715 -28	-4%	-$2.1K	﹤0.01%	2109
2025 Q1	$59.9K	Buy	743 +524	+239%	+$42.8K	﹤0.01%	1811
2024 Q4	$17.1K	Sell	219 -40	-15%	-$3.05K	﹤0.01%	2150
2024 Q3	$19.8K	Buy	259 +72	+39%	+$5.36K	﹤0.01%	2081
2024 Q2	$15K	Buy	187 +1	+0.5%	+$80	﹤0.01%	1894
2024 Q1	$15.6K	Sell	186 -1	-0.5%	-$83	﹤0.01%	1575
2023 Q4	$16.1K	Buy	187 +3	+2%	+$253	﹤0.01%	1404
2023 Q3	$14.6K	Buy	184 +135	+276%	+$11.3K	﹤0.01%	1173
2023 Q2	$4.1K	Buy	49 +1	+2%	+$84	﹤0.01%	1495
2023 Q1	$4.1K	Hold	48	–	–	﹤0.01%	1396
2022 Q4	$3.39K	Buy	+48	New	+$3.31K	﹤0.01%	1290

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return