Farther Finance Advisors’s Ur-Energy URG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$664	Buy	615 +320	+108%	+$417	﹤0.01%	5688
2026 Q2	$401	Hold	295	–	–	﹤0.01%	5574
2026 Q1	$425	Sell	295 -190	-39%	-$310	﹤0.01%	5307
2025 Q4	$674	Buy	+485	New	+$718	﹤0.01%	4999

Other funds holding URG

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

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

Farther Finance Advisors increased its Ur-Energy (URG) stake by 108% in Q3 2026, buying an estimated $417 and bringing the position to 615 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #5688.

Farther Finance Advisors first reported a position in URG in Q4 2025 and has held it in 4 quarters since. The position peaked at $674 in Q4 2025. 6 funds tracked by Wall St. Rank hold URG as of Q3 2026.

Farther Finance Advisors held 615 shares of Ur-Energy worth $664 as of Q3 2026.
Farther Finance Advisors bought 320 Ur-Energy shares in Q3 2026, an estimated $417.
Ur-Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5688 holding.
Farther Finance Advisors first reported a position in Ur-Energy in Q4 2025 and has held it in 4 quarters since.
Farther Finance Advisors's Ur-Energy position peaked at $674 in Q4 2025.
6 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

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