Farther Finance Advisors’s SES AI SES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Hold	140,845	–	–	﹤0.01%	2502
2026 Q1	$134K	Sell	140,845 -142	-0.1%	-$241	﹤0.01%	2298
2025 Q4	$254K	Sell	140,987 -32	-0%	-$72	﹤0.01%	1759
2025 Q3	$236K	Buy	141,019 +174	+0.1%	+$208	﹤0.01%	1522
2025 Q2	$125K	Buy	+140,845	New	+$118K	﹤0.01%	1647
2024 Q1	–	Sell	-6	Closed	-$11	–	3722
2023 Q4	$11	Buy	+6	New	+$13	﹤0.01%	3498

Other funds holding SES

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Farther Finance Advisors's SES Position: Q2 2026 in Review

Farther Finance Advisors held its SES AI (SES) position steady in Q2 2026 at 140,845 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2502.

Farther Finance Advisors first reported a position in SES in Q4 2023 and has held it in 6 quarters since. The position peaked at $254K in Q4 2025. 5 funds tracked by Wall St. Rank hold SES as of Q2 2026.

Farther Finance Advisors held 140,845 shares of SES AI worth $135K as of Q2 2026.
Farther Finance Advisors left its SES AI share count unchanged in Q2 2026.
SES AI made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2502 holding.
Farther Finance Advisors first reported a position in SES AI in Q4 2023 and has held it in 6 quarters since.
Farther Finance Advisors's SES AI position peaked at $254K in Q4 2025.
5 funds tracked by Wall St. Rank held SES AI as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.