Farther Finance Advisors
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Farther Finance Advisors’s Edgewell Personal Care EPC Stock Holding History

Farther Finance Advisors’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$321K Sell
11,883
-2,275
-16% -$63.3K ﹤0.01% 1931
2026
Q2 		$380K Buy
14,158
+13,631
+2,587% +$291K ﹤0.01% 1755
2026
Q1 		$11.2K Sell
527
-72
-12% -$1.45K ﹤0.01% 4027
2025
Q4 		$10.2K Buy
599
+587
+4,892% +$10.9K ﹤0.01% 3890
2025
Q3 		$244 Buy
12
+6
+100% +$141 ﹤0.01% 4681
2025
Q2 		$140 Sell
6
-3
-33% -$83 ﹤0.01% 4266
2025
Q1 		$281 Sell
9
-93
-91% -$2.92K ﹤0.01% 3885
2024
Q4 		$3.43K Sell
102
-54
-35% -$1.91K ﹤0.01% 2822
2024
Q3 		$5.67K Sell
156
-28
-15% -$1.08K ﹤0.01% 2588
2024
Q2 		$7.36K Buy
184
+32
+21% +$1.23K ﹤0.01% 2198
2024
Q1 		$5.75K Buy
152
+4
+3% +$151 ﹤0.01% 2003
2023
Q4 		$5.42K Buy
148
+34
+30% +$1.2K ﹤0.01% 1929
2023
Q3 		$4.21K Buy
114
+73
+178% +$2.82K ﹤0.01% 1573
2023
Q2 		$1.69K Buy
+41
New +$1.75K ﹤0.01% 1814

Other funds holding EPC

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Farther Finance Advisors reduced its Edgewell Personal Care (EPC) stake by 16% in Q3 2026, selling an estimated $63.3K and leaving 11,883 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Farther Finance Advisors first reported a position in EPC in Q2 2023 and has held it in 14 quarters since. The position peaked at $380K in Q2 2026. 14 funds tracked by Wall St. Rank hold EPC as of Q3 2026.

  • Farther Finance Advisors held 11,883 shares of Edgewell Personal Care worth $321K as of Q3 2026.
  • Farther Finance Advisors sold 2,275 Edgewell Personal Care shares in Q3 2026, an estimated $63.3K.
  • Edgewell Personal Care made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1931 holding.
  • Farther Finance Advisors first reported a position in Edgewell Personal Care in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Edgewell Personal Care position peaked at $380K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2026.

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