FFA
HTO

Farther Finance Advisors’s H2O America HTO Stock Holding History

Farther Finance Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$409K Buy
6,643
+5,639
+562% +$355K ﹤0.01% 1740
2026
Q2 		$61K Buy
1,004
+172
+21% +$9.97K ﹤0.01% 3090
2026
Q1 		$48.6K Buy
832
+19
+2% +$1.03K ﹤0.01% 3015
2025
Q4 		$39.8K Buy
813
+419
+106% +$20.1K ﹤0.01% 2964
2025
Q3 		$19.2K Buy
394
+379
+2,527% +$18.9K ﹤0.01% 3066
2025
Q2 		$780 Buy
15
+2
+15% +$106 ﹤0.01% 3951
2025
Q1 		$704 Buy
13
+11
+550% +$563 ﹤0.01% 3707
2024
Q4 		$98 Sell
2
-1
-33% -$55 ﹤0.01% 3785
2024
Q3 		$174 Buy
3
+1
+50% +$59 ﹤0.01% 3686
2024
Q2 		$110 Hold
2
– – ﹤0.01% 3587
2024
Q1 		$112 Buy
+2
New +$119 ﹤0.01% 3363
2023
Q3 		– Sell
-3
Closed -$210 – 2689
2023
Q2 		$210 Sell
3
-6
-67% -$453 ﹤0.01% 2355
2023
Q1 		$685 Buy
+9
New +$695 ﹤0.01% 1927

Other funds holding HTO

AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Farther Finance Advisors increased its H2O America (HTO) stake by 562% in Q3 2026, buying an estimated $355K and bringing the position to 6,643 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Farther Finance Advisors first reported a position in HTO in Q1 2023 and has held it in 13 quarters since. 9 funds tracked by Wall St. Rank hold HTO as of Q3 2026.

  • Farther Finance Advisors held 6,643 shares of H2O America worth $409K as of Q3 2026.
  • Farther Finance Advisors bought 5,639 H2O America shares in Q3 2026, an estimated $355K.
  • H2O America made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1740 holding.
  • Farther Finance Advisors first reported a position in H2O America in Q1 2023 and has held it in 13 quarters since.
  • 9 funds tracked by Wall St. Rank held H2O America as of Q3 2026.

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