FFA
TDW icon

Farther Finance Advisors’s Tidewater TDW Stock Holding History

Farther Finance Advisors’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.69M Buy
32,184
+3,187
+11% +$222K 0.03% 530
2025
Q4 		$1.46M Buy
28,997
+4,444
+18% +$235K 0.02% 711
2025
Q3 		$1.31M Buy
24,553
+9,868
+67% +$541K 0.02% 611
2025
Q2 		$677K Buy
14,685
+6,166
+72% +$250K 0.01% 763
2025
Q1 		$366K Buy
8,519
+8,510
+94,556% +$423K 0.01% 940
2024
Q4 		$492 Hold
9
– – ﹤0.01% 3442
2024
Q3 		$646 Buy
9
+3
+50% +$261 ﹤0.01% 3366
2024
Q2 		$550 Hold
6
– – ﹤0.01% 3257
2024
Q1 		$563 Hold
6
– – ﹤0.01% 2984
2023
Q4 		$433 Buy
+6
New +$388 ﹤0.01% 3015

Other funds holding TDW

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return