Farther Finance Advisors
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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
Q3 		$148K Hold
5,385
– – ﹤0.01% 2542
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

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CIG
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MIC
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HNB
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VWM
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CIA
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Farther Finance Advisors's PEO Position: Q3 2026 in Review

Farther Finance Advisors held its Adams Natural Resources Fund (PEO) position steady in Q3 2026 at 5,385 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Farther Finance Advisors first reported a position in PEO in Q4 2025 and has held it in 4 quarters since. The position peaked at $159K in Q1 2026. 8 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

  • Farther Finance Advisors held 5,385 shares of Adams Natural Resources Fund worth $148K as of Q3 2026.
  • Farther Finance Advisors left its Adams Natural Resources Fund share count unchanged in Q3 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2542 holding.
  • Farther Finance Advisors first reported a position in Adams Natural Resources Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Adams Natural Resources Fund position peaked at $159K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

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