Farther Finance Advisors’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$96.8K	Buy	8,458 +1,663	+24%	+$18K	﹤0.01%	2531
2025 Q4	$65.6K	Buy	6,795 +5,322	+361%	+$50.4K	﹤0.01%	2635
2025 Q3	$12.2K	Sell	1,473 -21	-1%	-$164	﹤0.01%	3351
2025 Q2	$12.7K	Sell	1,494 -64	-4%	-$526	﹤0.01%	2950
2025 Q1	$12.1K	Buy	1,558 +51	+3%	+$412	﹤0.01%	2647
2024 Q4	$12.2K	Buy	1,507 +766	+103%	+$6.23K	﹤0.01%	2310
2024 Q3	$5.62K	Buy	741 +99	+15%	+$693	﹤0.01%	2593
2024 Q2	$4.02K	Buy	642 +634	+7,925%	+$3.54K	﹤0.01%	2496
2024 Q1	$45	Sell	8 -355	-98%	-$2K	﹤0.01%	3467
2023 Q4	$2.29K	Buy	363 +355	+4,438%	+$1.8K	﹤0.01%	2380
2023 Q3	$39	Sell	8 -8	-50%	-$41	﹤0.01%	2580
2023 Q2	$87	Hold	16	–	–	﹤0.01%	2436
2023 Q1	$94	Hold	16	–	–	﹤0.01%	2287
2022 Q4	$93	Buy	+16	New	+$96	﹤0.01%	2136

Other funds holding ERIC

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Acadian Asset Management

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return