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Farther Finance Advisors’s Terex TEX Stock Holding History

Farther Finance Advisors’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
4,175
+38
+0.9% +$2.42K ﹤0.01% 2225
2026
Q2 		$300K Buy
4,137
+2,986
+259% +$187K ﹤0.01% 1951
2026
Q1 		$69.4K Buy
1,151
+783
+213% +$48.5K ﹤0.01% 2764
2025
Q4 		$19.6K Buy
368
+32
+10% +$1.62K ﹤0.01% 3461
2025
Q3 		$17.2K Buy
336
+118
+54% +$6.01K ﹤0.01% 3134
2025
Q2 		$10.2K Buy
218
+9
+4% +$376 ﹤0.01% 3067
2025
Q1 		$7.96K Sell
209
-42
-17% -$1.83K ﹤0.01% 2847
2024
Q4 		$11.6K Sell
251
-929
-79% -$48.4K ﹤0.01% 2330
2024
Q3 		$62.4K Buy
1,180
+504
+75% +$27.9K ﹤0.01% 1530
2024
Q2 		$36.2K Buy
676
+439
+185% +$26K ﹤0.01% 1544
2024
Q1 		$15K Sell
237
-5
-2% -$293 ﹤0.01% 1591
2023
Q4 		$13.9K Buy
+242
New +$12.5K ﹤0.01% 1464

Other funds holding TEX

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's TEX Position: Q3 2026 in Review

Farther Finance Advisors increased its Terex (TEX) stake by 0.92% in Q3 2026, buying an estimated $2.42K and bringing the position to 4,175 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Farther Finance Advisors first reported a position in TEX in Q4 2023 and has held it in 12 quarters since. The position peaked at $300K in Q2 2026. 11 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Farther Finance Advisors held 4,175 shares of Terex worth $220K as of Q3 2026.
  • Farther Finance Advisors bought 38 Terex shares in Q3 2026, an estimated $2.42K.
  • Terex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2225 holding.
  • Farther Finance Advisors first reported a position in Terex in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Terex position peaked at $300K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Terex as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.