Farther Finance Advisors’s Floor & Decor FND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2K	Sell	288 -36	-11%	-$2.34K	﹤0.01%	3894
2025 Q4	$19.7K	Buy	324 +83	+34%	+$5.38K	﹤0.01%	3457
2025 Q3	$17.8K	Sell	241 -25	-9%	-$2.05K	﹤0.01%	3125
2025 Q2	$20.2K	Sell	266 -62	-19%	-$4.61K	﹤0.01%	2666
2025 Q1	$26.2K	Sell	328 -10	-3%	-$945	﹤0.01%	2245
2024 Q4	$33.7K	Sell	338 -153	-31%	-$16.4K	﹤0.01%	1850
2024 Q3	$61K	Sell	491 -200	-29%	-$20.8K	﹤0.01%	1540
2024 Q2	$65.8K	Buy	691 +300	+77%	+$34.5K	﹤0.01%	1297
2024 Q1	$49.5K	Buy	391 +204	+109%	+$23.2K	﹤0.01%	1195
2023 Q4	$20.9K	Buy	187 +152	+434%	+$14K	﹤0.01%	1327
2023 Q3	$3.17K	Buy	35 +26	+289%	+$2.65K	﹤0.01%	1676
2023 Q2	$936	Buy	9 +3	+50%	+$287	﹤0.01%	1997
2023 Q1	$589	Buy	6 +4	+200%	+$359	﹤0.01%	1963
2022 Q4	$139	Buy	+2	New	+$145	﹤0.01%	2099

Other funds holding FND

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return