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Farther Finance Advisors’s Resideo Technologies REZI Stock Holding History

Farther Finance Advisors’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.3K Sell
2,275
-1,145
-33% -$29.1K ﹤0.01% 3577
2026
Q2 		$106K Buy
3,420
+1,813
+113% +$62.4K ﹤0.01% 2668
2026
Q1 		$55.4K Buy
1,607
+339
+27% +$12.1K ﹤0.01% 2925
2025
Q4 		$44.5K Buy
1,268
+342
+37% +$12.7K ﹤0.01% 2901
2025
Q3 		$40K Buy
926
+87
+10% +$2.72K ﹤0.01% 2578
2025
Q2 		$18.5K Sell
839
-158
-16% -$3.01K ﹤0.01% 2729
2025
Q1 		$17.8K Buy
997
+137
+16% +$2.81K ﹤0.01% 2445
2024
Q4 		$19.8K Sell
860
-36
-4% -$844 ﹤0.01% 2079
2024
Q3 		$18K Buy
896
+38
+4% +$754 ﹤0.01% 2131
2024
Q2 		$16.5K Buy
858
+110
+15% +$2.28K ﹤0.01% 1845
2024
Q1 		$16.5K Sell
748
-133
-15% -$2.63K ﹤0.01% 1557
2023
Q4 		$16.6K Buy
881
+495
+128% +$8.1K ﹤0.01% 1388
2023
Q3 		$6.1K Hold
386
– – ﹤0.01% 1461
2023
Q2 		$6.82K Hold
386
– – ﹤0.01% 1320
2023
Q1 		$7.06K Hold
386
– – ﹤0.01% 1230
2022
Q4 		$6.35K Buy
+386
New +$7K ﹤0.01% 1092

Other funds holding REZI

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's REZI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Resideo Technologies (REZI) stake by 33% in Q3 2026, selling an estimated $29.1K and leaving 2,275 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3577.

Farther Finance Advisors first reported a position in REZI in Q4 2022 and has held it in 16 quarters since. The position peaked at $106K in Q2 2026. 17 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Farther Finance Advisors held 2,275 shares of Resideo Technologies worth $41.3K as of Q3 2026.
  • Farther Finance Advisors sold 1,145 Resideo Technologies shares in Q3 2026, an estimated $29.1K.
  • Resideo Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3577 holding.
  • Farther Finance Advisors first reported a position in Resideo Technologies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Resideo Technologies position peaked at $106K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

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