FFA
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Farther Finance Advisors’s Sea Limited SE Stock Holding History

Farther Finance Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$600K Sell
7,300
-886
-11% -$95K 0.01% 1274
2025
Q4 		$1.04M Buy
8,186
+3,337
+69% +$494K 0.01% 865
2025
Q3 		$867K Buy
4,849
+960
+25% +$165K 0.01% 799
2025
Q2 		$622K Buy
3,889
+2,634
+210% +$381K 0.01% 810
2025
Q1 		$166K Buy
1,255
+887
+241% +$110K ﹤0.01% 1306
2024
Q4 		$39K Buy
368
+112
+44% +$11.8K ﹤0.01% 1782
2024
Q3 		$24.1K Buy
256
+65
+34% +$4.91K ﹤0.01% 1996
2024
Q2 		$13.3K Buy
191
+90
+89% +$5.95K ﹤0.01% 1953
2024
Q1 		$5.34K Buy
101
+11
+12% +$506 ﹤0.01% 2038
2023
Q4 		$3.64K Buy
90
+73
+429% +$2.98K ﹤0.01% 2131
2023
Q3 		$739 Sell
17
-38
-69% -$1.86K ﹤0.01% 2160
2023
Q2 		$3.2K Buy
55
+53
+2,650% +$3.78K ﹤0.01% 1594
2023
Q1 		$187 Hold
2
– – ﹤0.01% 2205
2022
Q4 		$112 Buy
+2
New +$108 ﹤0.01% 2127

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return