Farther Finance Advisors’s FormFactor FORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.2K	Buy	398 +89	+29%	+$7.66K	﹤0.01%	3153
2025 Q4	$17.2K	Buy	309 +216	+232%	+$10.9K	﹤0.01%	3537
2025 Q3	$3.39K	Buy	93 +14	+18%	+$451	﹤0.01%	3924
2025 Q2	$2.72K	Sell	79 -6	-7%	-$182	﹤0.01%	3593
2025 Q1	$2.41K	Sell	85 -475	-85%	-$17.5K	﹤0.01%	3311
2024 Q4	$24.6K	Buy	560 +135	+32%	+$5.8K	﹤0.01%	1995
2024 Q3	$19.6K	Sell	425 -110	-21%	-$5.49K	﹤0.01%	2092
2024 Q2	$32.6K	Sell	535 -12	-2%	-$626	﹤0.01%	1589
2024 Q1	$25.3K	Buy	547 +468	+592%	+$19.5K	﹤0.01%	1419
2023 Q4	$3.29K	Sell	79 -61	-44%	-$2.23K	﹤0.01%	2190
2023 Q3	$4.89K	Sell	140 -132	-49%	-$4.44K	﹤0.01%	1525
2023 Q2	$9.31K	Sell	272 -3,899	-93%	-$116K	﹤0.01%	1218
2023 Q1	$133K	Buy	4,171 +4,164	+59,486%	+$119K	0.04%	334
2022 Q4	$156	Buy	+7	New	+$163	﹤0.01%	2081

Other funds holding FORM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

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

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

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

SEI Investments

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