Farther Finance Advisors’s Rand Capital RAND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9	Closed	-$174	–	4630
2025 Q1	$174	Hold	9	–	–	﹤0.01%	3974
2024 Q4	$173	Buy	+9	New	+$157	﹤0.01%	3686

Other funds holding RAND

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farther Finance Advisors's RAND Position: Q2 2025 in Review

Farther Finance Advisors sold out of Rand Capital (RAND) in Q2 2025, closing a stake of 9 shares — an estimated $174 sold.

Farther Finance Advisors first reported a position in RAND in Q4 2024 and held it in 2 quarters. The position peaked at $174 in Q1 2025. 9 funds tracked by Wall St. Rank hold RAND as of Q2 2025.

Farther Finance Advisors reported no remaining Rand Capital position as of Q2 2025 after selling out during the quarter.
Farther Finance Advisors sold 9 Rand Capital shares in Q2 2025, an estimated $174.
Farther Finance Advisors first reported a position in Rand Capital in Q4 2024 and held it in 2 quarters.
Farther Finance Advisors's Rand Capital position peaked at $174 in Q1 2025.
9 funds tracked by Wall St. Rank held Rand Capital as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.