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Farther Finance Advisors’s BHP BHP Stock Holding History

Farther Finance Advisors’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79M Sell
45,514
-5,813
-11% -$482K 0.03% 490
2026
Q1 		$3.78M Buy
51,327
+8,189
+19% +$579K 0.04% 422
2025
Q4 		$2.6M Buy
43,138
+18,690
+76% +$1.06M 0.03% 494
2025
Q3 		$1.36M Buy
24,448
+15,000
+159% +$798K 0.02% 593
2025
Q2 		$454K Buy
9,448
+7,590
+409% +$365K 0.01% 949
2025
Q1 		$90.6K Sell
1,858
-5,045
-73% -$251K ﹤0.01% 1597
2024
Q4 		$337K Buy
6,903
+4,022
+140% +$219K 0.01% 756
2024
Q3 		$179K Sell
2,881
-246
-8% -$13.6K 0.01% 1035
2024
Q2 		$180K Buy
3,127
+381
+14% +$22.1K 0.01% 883
2024
Q1 		$160K Sell
2,746
-56
-2% -$3.35K 0.01% 762
2023
Q4 		$191K Buy
2,802
+789
+39% +$47.6K 0.01% 564
2023
Q3 		$114K Buy
2,013
+1,488
+283% +$87K 0.02% 517
2023
Q2 		$31.3K Sell
525
-222
-30% -$13.2K 0.01% 840
2023
Q1 		$47.4K Buy
747
+452
+153% +$29.1K 0.01% 618
2022
Q4 		$18.3K Buy
+295
New +$16.6K 0.01% 762

Other funds holding BHP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

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

Farther Finance Advisors reduced its BHP (BHP) stake by 11% in Q2 2026, selling an estimated $482K and leaving 45,514 shares worth $3.79M. The position accounts for 0.03% of the portfolio, ranked #490.

Farther Finance Advisors first reported a position in BHP in Q4 2022 and has held it in 15 quarters since. 179 funds tracked by Wall St. Rank hold BHP as of Q2 2026.

  • Farther Finance Advisors held 45,514 shares of BHP worth $3.79M as of Q2 2026.
  • Farther Finance Advisors sold 5,813 BHP shares in Q2 2026, an estimated $482K.
  • BHP made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #490 holding.
  • Farther Finance Advisors first reported a position in BHP in Q4 2022 and has held it in 15 quarters since.
  • 179 funds tracked by Wall St. Rank held BHP as of Q2 2026.

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