Farther Finance Advisors’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$100K	Buy	1,100 +16	+1%	+$1.4K	﹤0.01%	2506
2025 Q4	$89.7K	Buy	1,084 +87	+9%	+$7.42K	﹤0.01%	2411
2025 Q3	$81.3K	Buy	997 +732	+276%	+$55.7K	﹤0.01%	2162
2025 Q2	$19.3K	Buy	265 +152	+135%	+$11.4K	﹤0.01%	2691
2025 Q1	$8.9K	Sell	113 -31	-22%	-$2.27K	﹤0.01%	2797
2024 Q4	$9.77K	Sell	144 -19	-12%	-$1.27K	﹤0.01%	2393
2024 Q3	$11K	Buy	163 +2	+1%	+$130	﹤0.01%	2330
2024 Q2	$9.71K	Buy	161 +67	+71%	+$4.05K	﹤0.01%	2096
2024 Q1	$5.73K	Sell	94 -88	-48%	-$5.26K	﹤0.01%	2005
2023 Q4	$11.3K	Sell	182 -13	-7%	-$776	﹤0.01%	1558
2023 Q3	$11K	Buy	195 +13	+7%	+$788	﹤0.01%	1259
2023 Q2	$11.5K	Sell	182 -4	-2%	-$268	﹤0.01%	1150
2023 Q1	$13K	Hold	186	–	–	﹤0.01%	1029
2022 Q4	$12.8K	Buy	+186	New	+$12.7K	0.01%	867

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return