FFA
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Farther Finance Advisors’s Energy Recovery ERII Stock Holding History

Farther Finance Advisors’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26K Buy
252
+197
+358% +$1.87K ﹤0.01% 5128
2026
Q1 		$562 Buy
55
+28
+104% +$366 ﹤0.01% 5242
2025
Q4 		$364 Sell
27
-8
-23% -$121 ﹤0.01% 5103
2025
Q3 		$540 Buy
35
+25
+250% +$352 ﹤0.01% 4522
2025
Q2 		$128 Sell
10
-9
-47% -$122 ﹤0.01% 4276
2025
Q1 		$301 Hold
19
– – ﹤0.01% 3869
2024
Q4 		$279 Hold
19
– – ﹤0.01% 3576
2024
Q3 		$330 Hold
19
– – ﹤0.01% 3529
2024
Q2 		$241 Hold
19
– – ﹤0.01% 3460
2024
Q1 		$302 Hold
19
– – ﹤0.01% 3163
2023
Q4 		$358 Buy
+19
New +$353 ﹤0.01% 3085

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Farther Finance Advisors's ERII Position: Q2 2026 in Review

Farther Finance Advisors increased its Energy Recovery (ERII) stake by 358% in Q2 2026, buying an estimated $1.87K and bringing the position to 252 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #5128.

Farther Finance Advisors first reported a position in ERII in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Farther Finance Advisors held 252 shares of Energy Recovery worth $2.26K as of Q2 2026.
  • Farther Finance Advisors bought 197 Energy Recovery shares in Q2 2026, an estimated $1.87K.
  • Energy Recovery made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5128 holding.
  • Farther Finance Advisors first reported a position in Energy Recovery in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.