Farther Finance Advisors’s Installed Building Products IBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Buy	444 +97	+28%	+$29K	﹤0.01%	2370
2025 Q4	$90K	Buy	347 +123	+55%	+$31.8K	﹤0.01%	2406
2025 Q3	$55.3K	Buy	224 +54	+32%	+$12.8K	﹤0.01%	2381
2025 Q2	$30.7K	Sell	170 -29	-15%	-$4.83K	﹤0.01%	2404
2025 Q1	$34.4K	Buy	199 +1	+0.5%	+$180	﹤0.01%	2096
2024 Q4	$34.7K	Sell	198 -1,584	-89%	-$345K	﹤0.01%	1831
2024 Q3	$439K	Buy	1,782 +160	+10%	+$36.2K	0.02%	645
2024 Q2	$326K	Buy	1,622 +1,610	+13,417%	+$363K	0.02%	639
2024 Q1	$3.09K	Buy	12 +2	+20%	+$429	﹤0.01%	2305
2023 Q4	$1.83K	Buy	+10	New	+$1.4K	﹤0.01%	2467

Other funds holding IBP

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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