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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
Q3 		$813K Buy
33,504
+5,670
+20% +$153K 0.01% 1255
2026
Q2 		$748K Buy
27,834
+3,381
+14% +$81.5K 0.01% 1277
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

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

Farther Finance Advisors increased its Barclays (BCS) stake by 20% in Q3 2026, buying an estimated $153K and bringing the position to 33,504 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #1255.

Farther Finance Advisors first reported a position in BCS in Q4 2022 and has held it in 16 quarters since. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Farther Finance Advisors held 33,504 shares of Barclays worth $813K as of Q3 2026.
  • Farther Finance Advisors bought 5,670 Barclays shares in Q3 2026, an estimated $153K.
  • Barclays made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1255 holding.
  • Farther Finance Advisors first reported a position in Barclays in Q4 2022 and has held it in 16 quarters since.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

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