FFA
SF

Farther Finance Advisors’s Stifel SF Stock Holding History

Farther Finance Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$301K Sell
4,070
-82
-2% -$6.51K ﹤0.01% 1728
2025
Q4 		$347K Buy
4,152
+3,118
+302% +$249K ﹤0.01% 1557
2025
Q3 		$78.2K Buy
1,034
+411
+66% +$30.8K ﹤0.01% 2178
2025
Q2 		$43.1K Sell
623
-1,131
-64% -$69.5K ﹤0.01% 2205
2025
Q1 		$111K Buy
1,754
+1,254
+251% +$88.4K ﹤0.01% 1490
2024
Q4 		$35.3K Sell
500
-1,302
-72% -$93K ﹤0.01% 1824
2024
Q3 		$113K Buy
1,802
+1,076
+148% +$61.4K ﹤0.01% 1250
2024
Q2 		$40.6K Sell
726
-3,440
-83% -$182K ﹤0.01% 1506
2024
Q1 		$215K Buy
4,166
+3,896
+1,443% +$192K 0.01% 663
2023
Q4 		$12.4K Buy
270
+259
+2,355% +$10.7K ﹤0.01% 1522
2023
Q3 		$430 Hold
11
– – ﹤0.01% 2308
2023
Q2 		$418 Sell
11
-1
-8% -$39 ﹤0.01% 2200
2023
Q1 		$473 Sell
12
-101
-89% -$4.25K ﹤0.01% 2019
2022
Q4 		$4.38K Buy
+113
New +$4.47K ﹤0.01% 1216

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return