Farther Finance Advisors’s Sweetgreen SG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$159K	Buy	17,936 +64	+0.4%	+$442	﹤0.01%	2479
2026 Q2	$157K	Buy	17,872 +13	+0.1%	+$99	﹤0.01%	2414
2026 Q1	$96.6K	Sell	17,859 -514	-3%	-$3.13K	﹤0.01%	2533
2025 Q4	$124K	Buy	18,373 +18,348	+73,392%	+$126K	﹤0.01%	2212
2025 Q3	$202	Buy	25 +12	+92%	+$130	﹤0.01%	4716
2025 Q2	$186	Sell	13 -5	-28%	-$82	﹤0.01%	4220
2025 Q1	$446	Sell	18 -143	-89%	-$3.95K	﹤0.01%	3794
2024 Q4	$5.16K	Buy	161 +2	+1%	+$75	﹤0.01%	2657
2024 Q3	$5.62K	Buy	159 +149	+1,490%	+$4.52K	﹤0.01%	2592
2024 Q2	$298	Buy	10 +7	+233%	+$192	﹤0.01%	3397
2024 Q1	$76	Hold	3	–	–	﹤0.01%	3417
2023 Q4	$34	Buy	+3	New	+$32	﹤0.01%	3418

Other funds holding SG

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Farther Finance Advisors increased its Sweetgreen (SG) stake by 0.36% in Q3 2026, buying an estimated $442 and bringing the position to 17,936 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Farther Finance Advisors first reported a position in SG in Q4 2023 and has held it in 12 quarters since. 5 funds tracked by Wall St. Rank hold SG as of Q3 2026.

Farther Finance Advisors held 17,936 shares of Sweetgreen worth $159K as of Q3 2026.
Farther Finance Advisors bought 64 Sweetgreen shares in Q3 2026, an estimated $442.
Sweetgreen made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2479 holding.
Farther Finance Advisors first reported a position in Sweetgreen in Q4 2023 and has held it in 12 quarters since.
5 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

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