Farther Finance Advisors
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Farther Finance Advisors’s Hyster-Yale Materials Handling HY Stock Holding History

Farther Finance Advisors’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.32K Buy
169
+41
+32% +$1.38K ﹤0.01% 4972
2026
Q2 		$4.48K Buy
128
+4
+3% +$145 ﹤0.01% 4855
2026
Q1 		$4.1K Buy
124
+89
+254% +$3.06K ﹤0.01% 4590
2025
Q4 		$1.04K Buy
+35
New +$1.15K ﹤0.01% 4900
2025
Q3 		– Sell
-88
Closed -$3.5K – 5020
2025
Q2 		$3.5K Buy
+88
New +$3.51K ﹤0.01% 3505
2025
Q1 		– Sell
-2
Closed -$102 – 4327
2024
Q4 		$102 Hold
2
– – ﹤0.01% 3779
2024
Q3 		$128 Hold
2
– – ﹤0.01% 3738
2024
Q2 		$134 Hold
2
– – ﹤0.01% 3561
2024
Q1 		$127 Hold
2
– – ﹤0.01% 3341
2023
Q4 		$124 Buy
+2
New +$95 ﹤0.01% 3285

Other funds holding HY

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors increased its Hyster-Yale Materials Handling (HY) stake by 32% in Q3 2026, buying an estimated $1.38K and bringing the position to 169 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4972.

Farther Finance Advisors first reported a position in HY in Q4 2023 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold HY as of Q3 2026.

  • Farther Finance Advisors held 169 shares of Hyster-Yale Materials Handling worth $5.32K as of Q3 2026.
  • Farther Finance Advisors bought 41 Hyster-Yale Materials Handling shares in Q3 2026, an estimated $1.38K.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4972 holding.
  • Farther Finance Advisors first reported a position in Hyster-Yale Materials Handling in Q4 2023 and has held it in 10 quarters since.
  • 9 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q3 2026.

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