FFA
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Farther Finance Advisors’s Star Group SGU Stock Holding History

Farther Finance Advisors’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7K Hold
1,100
– – ﹤0.01% 3912
2025
Q4 		$13K Buy
1,100
+800
+267% +$9.47K ﹤0.01% 3733
2025
Q3 		$3.55K Hold
300
– – ﹤0.01% 3909
2025
Q2 		$3.51K Hold
300
– – ﹤0.01% 3502
2025
Q1 		$3.98K Hold
300
– – ﹤0.01% 3157
2024
Q4 		$3.46K Sell
300
-300
-50% -$3.53K ﹤0.01% 2816
2024
Q3 		$7.08K Buy
600
+300
+100% +$3.41K ﹤0.01% 2506
2024
Q2 		$3.25K Hold
300
– – ﹤0.01% 2588
2024
Q1 		$3.15K Hold
300
– – ﹤0.01% 2290
2023
Q4 		$3.46K Hold
300
– – ﹤0.01% 2160
2023
Q3 		$3.61K Hold
300
– – ﹤0.01% 1634
2023
Q2 		$4.1K Hold
300
– – ﹤0.01% 1496
2023
Q1 		$3.89K Hold
300
– – ﹤0.01% 1412
2022
Q4 		$3.62K Buy
+300
New +$2.77K ﹤0.01% 1271

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return