FFA
E icon

Farther Finance Advisors’s ENI E Stock Holding History

Farther Finance Advisors’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Buy
22,255
+2,887
+15% +$129K 0.01% 863
2025
Q4 		$735K Buy
19,368
+17,843
+1,170% +$656K 0.01% 1075
2025
Q3 		$53.3K Buy
1,525
+696
+84% +$24K ﹤0.01% 2401
2025
Q2 		$26.9K Buy
829
+22
+3% +$653 ﹤0.01% 2494
2025
Q1 		$25.2K Sell
807
-197
-20% -$5.75K ﹤0.01% 2266
2024
Q4 		$27.5K Buy
1,004
+316
+46% +$9.26K ﹤0.01% 1944
2024
Q3 		$20.9K Sell
688
-258
-27% -$8.08K ﹤0.01% 2057
2024
Q2 		$29.5K Buy
946
+831
+723% +$26.3K ﹤0.01% 1629
2024
Q1 		$3.66K Sell
115
-327
-74% -$10.4K ﹤0.01% 2218
2023
Q4 		$15K Buy
442
+413
+1,424% +$13.4K ﹤0.01% 1434
2023
Q3 		$926 Buy
29
+10
+53% +$308 ﹤0.01% 2096
2023
Q2 		$547 Hold
19
– – ﹤0.01% 2126
2023
Q1 		$532 Hold
19
– – ﹤0.01% 1992
2022
Q4 		$545 Buy
+19
New +$512 ﹤0.01% 1817

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return