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Farther Finance Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Farther Finance Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61.4K Buy
20,020
+3,106
+18% +$12.1K ﹤0.01% 3240
2026
Q2 		$99.5K Buy
16,914
+11,490
+212% +$79.9K ﹤0.01% 2709
2026
Q1 		$27.1K Buy
5,424
+1,528
+39% +$16.4K ﹤0.01% 3441
2025
Q4 		$44.7K Buy
3,896
+571
+17% +$8.21K ﹤0.01% 2900
2025
Q3 		$37.9K Buy
3,325
+825
+33% +$5.64K ﹤0.01% 2612
2025
Q2 		$12.8K Buy
+2,500
New +$12.3K ﹤0.01% 2941
2024
Q2 		– Sell
-13
Closed -$13 – 3858
2024
Q1 		$13 Sell
13
-132
-91% -$134 ﹤0.01% 3555
2023
Q4 		$158 Buy
+145
New +$211 ﹤0.01% 3256

Other funds holding EOSE

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors increased its Eos Energy Enterprises (EOSE) stake by 18% in Q3 2026, buying an estimated $12.1K and bringing the position to 20,020 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Farther Finance Advisors first reported a position in EOSE in Q4 2023 and has held it in 8 quarters since. The position peaked at $99.5K in Q2 2026. 8 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Farther Finance Advisors held 20,020 shares of Eos Energy Enterprises worth $61.4K as of Q3 2026.
  • Farther Finance Advisors bought 3,106 Eos Energy Enterprises shares in Q3 2026, an estimated $12.1K.
  • Eos Energy Enterprises made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3240 holding.
  • Farther Finance Advisors first reported a position in Eos Energy Enterprises in Q4 2023 and has held it in 8 quarters since.
  • Farther Finance Advisors's Eos Energy Enterprises position peaked at $99.5K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

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