Farther Finance Advisors’s Ryder R Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138K	Buy	668 +18	+3%	+$3.64K	﹤0.01%	2275
2025 Q4	$124K	Buy	650 +11	+2%	+$1.98K	﹤0.01%	2210
2025 Q3	$121K	Sell	639 -332	-34%	-$59.9K	﹤0.01%	1919
2025 Q2	$154K	Buy	971 +501	+107%	+$73.6K	﹤0.01%	1528
2025 Q1	$68.7K	Buy	470 +1	+0.2%	+$156	﹤0.01%	1723
2024 Q4	$73.6K	Hold	469	–	–	﹤0.01%	1456
2024 Q3	$68.4K	Sell	469 -317	-40%	-$43K	﹤0.01%	1483
2024 Q2	$96.4K	Buy	786 +299	+61%	+$36.1K	﹤0.01%	1146
2024 Q1	$58.5K	Buy	487 +70	+17%	+$7.97K	﹤0.01%	1127
2023 Q4	$48K	Buy	417 +41	+11%	+$4.31K	﹤0.01%	1049
2023 Q3	$40.2K	Sell	376 -57	-13%	-$5.55K	0.01%	840
2023 Q2	$36.7K	Hold	433	–	–	0.01%	770
2023 Q1	$38.6K	Buy	433 +401	+1,253%	+$36.9K	0.01%	683
2022 Q4	$2.67K	Buy	+32	New	+$2.69K	﹤0.01%	1349

Other funds holding R

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return