Farther Finance Advisors’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$848K	Buy	5,878 +1,904	+48%	+$270K	0.01%	1078
2025 Q4	$508K	Buy	3,974 +255	+7%	+$29.1K	0.01%	1300
2025 Q3	$421K	Buy	3,719 +623	+20%	+$65.2K	0.01%	1165
2025 Q2	$272K	Sell	3,096 -6,105	-66%	-$462K	0.01%	1238
2025 Q1	$671K	Buy	9,201 +1,933	+27%	+$146K	0.02%	658
2024 Q4	$475K	Buy	7,268 +5,726	+371%	+$313K	0.02%	609
2024 Q3	$72.4K	Sell	1,542 -1,060	-41%	-$43.7K	﹤0.01%	1459
2024 Q2	$109K	Buy	2,602 +2,008	+338%	+$83.9K	0.01%	1101
2024 Q1	$28.6K	Buy	594 +116	+24%	+$4.98K	﹤0.01%	1382
2023 Q4	$17.6K	Buy	478 +245	+105%	+$7.54K	﹤0.01%	1370
2023 Q3	$6.7K	Buy	233 +20	+9%	+$732	﹤0.01%	1416
2023 Q2	$9.12K	Sell	213 -17	-7%	-$708	﹤0.01%	1227
2023 Q1	$9.91K	Buy	230 +41	+22%	+$1.76K	﹤0.01%	1117
2022 Q4	$7.2K	Buy	+189	New	+$6.47K	﹤0.01%	1056

Other funds holding TPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return