Farther Finance Advisors
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Farther Finance Advisors’s Energy Services of America ESOA Stock Holding History

Farther Finance Advisors’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.04K Buy
93
+82
+745% +$1.11K ﹤0.01% 5569
2026
Q2 		$212 Buy
+11
New +$179 ﹤0.01% 5706

Other funds holding ESOA

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Energy Services of America (ESOA) stake by 745% in Q3 2026, buying an estimated $1.11K and bringing the position to 93 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5569.

Farther Finance Advisors first reported a position in ESOA in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

  • Farther Finance Advisors held 93 shares of Energy Services of America worth $1.04K as of Q3 2026.
  • Farther Finance Advisors bought 82 Energy Services of America shares in Q3 2026, an estimated $1.11K.
  • Energy Services of America made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5569 holding.
  • Farther Finance Advisors first reported a position in Energy Services of America in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

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