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Farther Finance Advisors’s Trex TREX Stock Holding History

Farther Finance Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$342K Buy
6,843
+887
+15% +$36.8K ﹤0.01% 1851
2026
Q1 		$218K Sell
5,956
-353
-6% -$14.2K ﹤0.01% 1961
2025
Q4 		$221K Buy
6,309
+5,938
+1,601% +$240K ﹤0.01% 1846
2025
Q3 		$19.2K Sell
371
-79
-18% -$4.81K ﹤0.01% 3069
2025
Q2 		$24.5K Buy
450
+209
+87% +$11.8K ﹤0.01% 2550
2025
Q1 		$14.1K Buy
241
+21
+10% +$1.36K ﹤0.01% 2568
2024
Q4 		$15.2K Sell
220
-34
-13% -$2.4K ﹤0.01% 2204
2024
Q3 		$16.9K Sell
254
-245
-49% -$17.2K ﹤0.01% 2162
2024
Q2 		$36.3K Buy
499
+296
+146% +$25.9K ﹤0.01% 1543
2024
Q1 		$19.9K Hold
203
– – ﹤0.01% 1495
2023
Q4 		$16.8K Buy
203
+154
+314% +$10.2K ﹤0.01% 1382
2023
Q3 		$3.02K Buy
49
+28
+133% +$1.92K ﹤0.01% 1697
2023
Q2 		$1.38K Hold
21
– – ﹤0.01% 1877
2023
Q1 		$1.02K Hold
21
– – ﹤0.01% 1839
2022
Q4 		$889 Buy
+21
New +$953 ﹤0.01% 1680

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors's TREX Position: Q2 2026 in Review

Farther Finance Advisors increased its Trex (TREX) stake by 15% in Q2 2026, buying an estimated $36.8K and bringing the position to 6,843 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Farther Finance Advisors first reported a position in TREX in Q4 2022 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Farther Finance Advisors held 6,843 shares of Trex worth $342K as of Q2 2026.
  • Farther Finance Advisors bought 887 Trex shares in Q2 2026, an estimated $36.8K.
  • Trex made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1851 holding.
  • Farther Finance Advisors first reported a position in Trex in Q4 2022 and has held it in 15 quarters since.
  • 45 funds tracked by Wall St. Rank held Trex as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.