Farther Finance Advisors’s PagerDuty PD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24K	Buy	3,791 +3,681	+3,346%	+$31.8K	﹤0.01%	3528
2025 Q4	$1.44K	Buy	110 +13	+13%	+$190	﹤0.01%	4802
2025 Q3	$1.6K	Sell	97 -1,166	-92%	-$18.5K	﹤0.01%	4218
2025 Q2	$19.3K	Buy	1,263 +1,187	+1,562%	+$18.4K	﹤0.01%	2693
2025 Q1	$1.4K	Sell	76 -10	-12%	-$183	﹤0.01%	3515
2024 Q4	$1.57K	Sell	86 -5	-5%	-$96	﹤0.01%	3097
2024 Q3	$1.69K	Sell	91 -40	-31%	-$780	﹤0.01%	3052
2024 Q2	$2.98K	Buy	131 +35	+36%	+$729	﹤0.01%	2623
2024 Q1	$2.16K	Sell	96 -13	-12%	-$309	﹤0.01%	2461
2023 Q4	$2.52K	Buy	+109	New	+$2.36K	﹤0.01%	2334
2023 Q2	–	Sell	-285	Closed	-$9.97K	–	2553
2023 Q1	$9.97K	Buy	+285	New	+$8.37K	﹤0.01%	1114

Other funds holding PD

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

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