Farther Finance Advisors’s SOBR Safe SOBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$3	–	5582
2025 Q3	$3	Buy	+1	New	+$4	﹤0.01%	4943

Other funds holding SOBR

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return

Farther Finance Advisors's SOBR Position: Q4 2025 in Review

Farther Finance Advisors sold out of SOBR Safe (SOBR) in Q4 2025, closing a stake of 1 share — an estimated $3 sold.

Farther Finance Advisors first reported a position in SOBR in Q3 2025 and held it in 1 quarter. The position peaked at $3 in Q3 2025. 9 funds tracked by Wall St. Rank hold SOBR as of Q4 2025.

Farther Finance Advisors reported no remaining SOBR Safe position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 1 SOBR Safe share in Q4 2025, an estimated $3.
Farther Finance Advisors first reported a position in SOBR Safe in Q3 2025 and held it in 1 quarter.
Farther Finance Advisors's SOBR Safe position peaked at $3 in Q3 2025.
9 funds tracked by Wall St. Rank held SOBR Safe as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.