Farther Finance Advisors
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Farther Finance Advisors’s NewMarket NEU Stock Holding History

Farther Finance Advisors’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$381K Sell
424
-174
-29% -$150K ﹤0.01% 1810
2026
Q2 		$473K Sell
598
-24
-4% -$17.3K ﹤0.01% 1599
2026
Q1 		$397K Sell
622
-38
-6% -$24.6K ﹤0.01% 1555
2025
Q4 		$454K Buy
660
+100
+18% +$76.3K ﹤0.01% 1375
2025
Q3 		$464K Buy
560
+155
+38% +$119K 0.01% 1118
2025
Q2 		$280K Sell
405
-39
-9% -$24.2K 0.01% 1225
2025
Q1 		$252K Buy
444
+113
+34% +$59.6K 0.01% 1133
2024
Q4 		$175K Sell
331
-58
-15% -$31.1K 0.01% 1052
2024
Q3 		$215K Buy
389
+374
+2,493% +$205K 0.01% 965
2024
Q2 		$7.81K Buy
15
+8
+114% +$4.45K ﹤0.01% 2175
2024
Q1 		$4.44K Buy
+7
New +$4.2K ﹤0.01% 2127

Other funds holding NEU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 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
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Farther Finance Advisors reduced its NewMarket (NEU) stake by 29% in Q3 2026, selling an estimated $150K and leaving 424 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Farther Finance Advisors first reported a position in NEU in Q1 2024 and has held it in 11 quarters since. The position peaked at $473K in Q2 2026. 34 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Farther Finance Advisors held 424 shares of NewMarket worth $381K as of Q3 2026.
  • Farther Finance Advisors sold 174 NewMarket shares in Q3 2026, an estimated $150K.
  • NewMarket made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1810 holding.
  • Farther Finance Advisors first reported a position in NewMarket in Q1 2024 and has held it in 11 quarters since.
  • Farther Finance Advisors's NewMarket position peaked at $473K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

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