Farther Finance Advisors’s Herc Holdings HRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01K	Sell	32 -70	-69%	-$9.99K	﹤0.01%	4738
2025 Q4	$15.1K	Sell	102 -5	-5%	-$686	﹤0.01%	3625
2025 Q3	$12.5K	Sell	107 -147	-58%	-$19K	﹤0.01%	3334
2025 Q2	$33.4K	Sell	254 -167	-40%	-$20.3K	﹤0.01%	2351
2025 Q1	$57.6K	Sell	421 -39	-8%	-$6.64K	﹤0.01%	1827
2024 Q4	$87.1K	Buy	460 +117	+34%	+$23.6K	﹤0.01%	1372
2024 Q3	$54.7K	Buy	343 +270	+370%	+$38.3K	﹤0.01%	1595
2024 Q2	$9.44K	Buy	73 +37	+103%	+$5.47K	﹤0.01%	2107
2024 Q1	$5.99K	Buy	36 +5	+16%	+$761	﹤0.01%	1987
2023 Q4	$4.62K	Buy	31 +25	+417%	+$3.06K	﹤0.01%	2006
2023 Q3	$714	Hold	6	–	–	﹤0.01%	2172
2023 Q2	$821	Sell	6 -35	-85%	-$3.88K	﹤0.01%	2031
2023 Q1	$4.67K	Buy	41 +29	+242%	+$4K	﹤0.01%	1367
2022 Q4	$1.58K	Buy	+12	New	+$1.47K	﹤0.01%	1529

Other funds holding HRI

Fidelity Investments

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return