FFA
PEO

Farther Finance Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Farther Finance Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$133K Sell
5,385
-600
-10% -$15.6K ﹤0.01% 2508
2026
Q1 		$159K Buy
5,985
+3,055
+104% +$77.3K ﹤0.01% 2187
2025
Q4 		$63.7K Buy
+2,930
New +$63.1K ﹤0.01% 2653

Other funds holding PEO

WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Farther Finance Advisors's PEO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Adams Natural Resources Fund (PEO) stake by 10% in Q2 2026, selling an estimated $15.6K and leaving 5,385 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Farther Finance Advisors first reported a position in PEO in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2026. 11 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Farther Finance Advisors held 5,385 shares of Adams Natural Resources Fund worth $133K as of Q2 2026.
  • Farther Finance Advisors sold 600 Adams Natural Resources Fund shares in Q2 2026, an estimated $15.6K.
  • Adams Natural Resources Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2508 holding.
  • Farther Finance Advisors first reported a position in Adams Natural Resources Fund in Q4 2025 and has held it in 3 quarters since.
  • Farther Finance Advisors's Adams Natural Resources Fund position peaked at $159K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.