Farther Finance Advisors’s Lear LEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77.8K	Buy	637 +189	+42%	+$23.6K	﹤0.01%	2687
2025 Q4	$51.3K	Buy	448 +26	+6%	+$2.78K	﹤0.01%	2799
2025 Q3	$42.5K	Buy	422 +107	+34%	+$11.1K	﹤0.01%	2544
2025 Q2	$29.9K	Buy	315 +62	+25%	+$5.45K	﹤0.01%	2419
2025 Q1	$22.2K	Buy	253 +34	+16%	+$3.23K	﹤0.01%	2339
2024 Q4	$20.7K	Sell	219 -15	-6%	-$1.49K	﹤0.01%	2062
2024 Q3	$25.6K	Buy	234 +37	+19%	+$4.21K	﹤0.01%	1968
2024 Q2	$22.5K	Sell	197 -109	-36%	-$13.9K	﹤0.01%	1742
2024 Q1	$44.2K	Buy	306 +13	+4%	+$1.78K	﹤0.01%	1229
2023 Q4	$41.4K	Buy	293 +3	+1%	+$402	﹤0.01%	1106
2023 Q3	$38.9K	Buy	290 +40	+16%	+$5.79K	0.01%	855
2023 Q2	$35.9K	Buy	250 +24	+11%	+$3.17K	0.01%	779
2023 Q1	$31.5K	Buy	226 +10	+5%	+$1.38K	0.01%	756
2022 Q4	$26.8K	Buy	+216	New	+$28.6K	0.01%	642

Other funds holding LEA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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