FFA
DOCS icon

Farther Finance Advisors’s Doximity DOCS Stock Holding History

Farther Finance Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.4K Buy
2,414
+875
+57% +$27.3K ﹤0.01% 2926
2025
Q4 		$68.1K Buy
1,539
+405
+36% +$22.7K ﹤0.01% 2600
2025
Q3 		$83K Buy
1,134
+751
+196% +$49K ﹤0.01% 2148
2025
Q2 		$23.5K Sell
383
-7
-2% -$391 ﹤0.01% 2577
2025
Q1 		$22.1K Buy
390
+236
+153% +$14.9K ﹤0.01% 2344
2024
Q4 		$8.22K Sell
154
-635
-80% -$31.1K ﹤0.01% 2454
2024
Q3 		$34.4K Buy
789
+603
+324% +$20.1K ﹤0.01% 1836
2024
Q2 		$5.11K Buy
186
+40
+27% +$1.05K ﹤0.01% 2393
2024
Q1 		$3.86K Hold
146
– – ﹤0.01% 2183
2023
Q4 		$4.09K Buy
+146
New +$3.45K ﹤0.01% 2070

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return