FFA
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Farther Finance Advisors’s Boston Beer SAM Stock Holding History

Farther Finance Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$184K Sell
1,121
-375
-25% -$66.5K ﹤0.01% 2367
2026
Q2 		$265K Buy
1,496
+194
+15% +$39.3K ﹤0.01% 2034
2026
Q1 		$306K Buy
1,302
+80
+7% +$18K ﹤0.01% 1721
2025
Q4 		$238K Sell
1,222
-44
-3% -$9.07K ﹤0.01% 1806
2025
Q3 		$268K Buy
1,266
+1,005
+385% +$214K ﹤0.01% 1448
2025
Q2 		$49.8K Sell
261
-34
-12% -$7.83K ﹤0.01% 2134
2025
Q1 		$71.8K Buy
295
+253
+602% +$61.6K ﹤0.01% 1697
2024
Q4 		$12.6K Buy
42
+8
+24% +$2.41K ﹤0.01% 2294
2024
Q3 		$9.83K Sell
34
-49
-59% -$13.7K ﹤0.01% 2377
2024
Q2 		$25.1K Buy
83
+82
+8,200% +$23.5K ﹤0.01% 1708
2024
Q1 		$301 Hold
1
– – ﹤0.01% 3167
2023
Q4 		$346 Sell
1
-199
-100% -$69.8K ﹤0.01% 3096
2023
Q3 		$77.9K Hold
200
– – 0.01% 643
2023
Q2 		$61.7K Hold
200
– – 0.01% 597
2023
Q1 		$65.7K Buy
+200
New +$68.8K 0.02% 526

Other funds holding SAM

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Farther Finance Advisors reduced its Boston Beer (SAM) stake by 25% in Q3 2026, selling an estimated $66.5K and leaving 1,121 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Farther Finance Advisors first reported a position in SAM in Q1 2023 and has held it in 15 quarters since. The position peaked at $306K in Q1 2026. 10 funds tracked by Wall St. Rank hold SAM as of Q3 2026.

  • Farther Finance Advisors held 1,121 shares of Boston Beer worth $184K as of Q3 2026.
  • Farther Finance Advisors sold 375 Boston Beer shares in Q3 2026, an estimated $66.5K.
  • Boston Beer made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2367 holding.
  • Farther Finance Advisors first reported a position in Boston Beer in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Boston Beer position peaked at $306K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Boston Beer as of Q3 2026.

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