Farther Finance Advisors’s Surmodics SRDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-218	Closed	-$6.52K	–	5585
2025 Q3	$6.52K	Hold	218	–	–	﹤0.01%	3649
2025 Q2	$6.48K	Buy	218 +116	+114%	+$3.34K	﹤0.01%	3260
2025 Q1	$3.15K	Hold	102	–	–	﹤0.01%	3228
2024 Q4	$4.04K	Buy	102 +100	+5,000%	+$3.89K	﹤0.01%	2753
2024 Q3	$78	Buy	+2	New	+$81	﹤0.01%	3816

Other funds holding SRDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Farther Finance Advisors sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 218 shares — an estimated $6.52K sold.

Farther Finance Advisors first reported a position in SRDX in Q3 2024 and held it in 5 quarters. The position peaked at $6.52K in Q3 2025. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Farther Finance Advisors reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 218 Surmodics shares in Q4 2025, an estimated $6.52K.
Farther Finance Advisors first reported a position in Surmodics in Q3 2024 and held it in 5 quarters.
Farther Finance Advisors's Surmodics position peaked at $6.52K in Q3 2025.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

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