Farther Finance Advisors’s PDF Solutions PDFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.81K	Buy	114 +42	+58%	+$1.37K	﹤0.01%	4629
2025 Q4	$2.05K	Hold	72	–	–	﹤0.01%	4682
2025 Q3	$1.86K	Buy	72 +6	+9%	+$131	﹤0.01%	4163
2025 Q2	$1.41K	Buy	66 +55	+500%	+$1.04K	﹤0.01%	3811
2025 Q1	$211	Hold	11	–	–	﹤0.01%	3946
2024 Q4	$298	Sell	11 -5	-31%	-$151	﹤0.01%	3560
2024 Q3	$507	Hold	16	–	–	﹤0.01%	3423
2024 Q2	$572	Buy	16 +5	+45%	+$167	﹤0.01%	3244
2024 Q1	$367	Hold	11	–	–	﹤0.01%	3112
2023 Q4	$354	Buy	+11	New	+$334	﹤0.01%	3088

Other funds holding PDFS

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

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return