Farther Finance Advisors’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$534K	Buy	24,453 +7,284	+42%	+$178K	0.01%	1349
2025 Q4	$437K	Buy	17,169 +11,236	+189%	+$249K	﹤0.01%	1398
2025 Q3	$123K	Buy	5,933 +1,899	+47%	+$37.6K	﹤0.01%	1905
2025 Q2	$75K	Sell	4,034 -65	-2%	-$1.07K	﹤0.01%	1904
2025 Q1	$63.1K	Buy	4,099 +337	+9%	+$5.04K	﹤0.01%	1779
2024 Q4	$50K	Buy	3,762 +1,011	+37%	+$13.1K	﹤0.01%	1664
2024 Q3	$33.4K	Buy	2,751 +405	+17%	+$4.74K	﹤0.01%	1850
2024 Q2	$25.5K	Buy	2,346 +88	+4%	+$915	﹤0.01%	1697
2024 Q1	$21K	Sell	2,258 -190	-8%	-$1.56K	﹤0.01%	1476
2023 Q4	$19.3K	Buy	2,448 +1,642	+204%	+$11.8K	﹤0.01%	1341
2023 Q3	$6.28K	Buy	806 +756	+1,512%	+$5.87K	﹤0.01%	1445
2023 Q2	$393	Hold	50	–	–	﹤0.01%	2218
2023 Q1	$360	Hold	50	–	–	﹤0.01%	2085
2022 Q4	$390	Buy	+50	New	+$365	﹤0.01%	1881

Other funds holding BCS

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return