Farther Finance Advisors’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$862	Sell	278 -194	-41%	-$649	﹤0.01%	5412
2026 Q1	$1.35K	Sell	472 -360	-43%	-$1.82K	﹤0.01%	5024
2025 Q4	$7.01K	Buy	832 +264	+46%	+$3.1K	﹤0.01%	4140
2025 Q3	$9K	Buy	568 +418	+279%	+$6.47K	﹤0.01%	3488
2025 Q2	$2.1K	Buy	150 +75	+100%	+$755	﹤0.01%	3691
2025 Q1	$593	Buy	+75	New	+$601	﹤0.01%	3743
2024 Q4	–	Sell	-70	Closed	-$526	–	4037
2024 Q3	$526	Hold	70	–	–	﹤0.01%	3415
2024 Q2	$532	Sell	70 -21	-23%	-$157	﹤0.01%	3270
2024 Q1	$838	Buy	+91	New	+$946	﹤0.01%	2838

Other funds holding HUCK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Farther Finance Advisors's HUCK Position: Q2 2026 in Review

Farther Finance Advisors reduced its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 41% in Q2 2026, selling an estimated $649 and leaving 278 shares worth $862. The position accounts for ﹤0.01% of the portfolio, ranked #5412.

Farther Finance Advisors first reported a position in HUCK in Q1 2024 and has held it in 9 quarters since. The position peaked at $9K in Q3 2025. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Farther Finance Advisors held 278 shares of Huckleberry.ai, Inc. Class B Common Stock worth $862 as of Q2 2026.
Farther Finance Advisors sold 194 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $649.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5412 holding.
Farther Finance Advisors first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q1 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Huckleberry.ai, Inc. Class B Common Stock position peaked at $9K in Q3 2025.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.