Farther Finance Advisors’s BP BP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.38M	Buy	51,652 +12,843	+33%	+$503K	0.02%	565
2025 Q4	$1.35M	Buy	38,809 +6,321	+19%	+$222K	0.01%	750
2025 Q3	$1.12M	Sell	32,488 -660	-2%	-$22.1K	0.02%	672
2025 Q2	$992K	Buy	33,148 +18,057	+120%	+$530K	0.02%	592
2025 Q1	$510K	Buy	15,091 +4,240	+39%	+$138K	0.01%	777
2024 Q4	$321K	Buy	10,851 +5,351	+97%	+$161K	0.01%	779
2024 Q3	$173K	Sell	5,500 -171	-3%	-$5.79K	0.01%	1047
2024 Q2	$207K	Buy	5,671 +982	+21%	+$36.8K	0.01%	827
2024 Q1	$178K	Buy	4,689 +182	+4%	+$6.53K	0.01%	725
2023 Q4	$160K	Buy	4,507 +1,510	+50%	+$55.3K	0.01%	631
2023 Q3	$116K	Buy	2,997 +1,129	+60%	+$41.9K	0.02%	511
2023 Q2	$65.9K	Buy	1,868 +781	+72%	+$28.9K	0.01%	577
2023 Q1	$41.2K	Buy	1,087 +225	+26%	+$8.41K	0.01%	660
2022 Q4	$30.1K	Buy	+862	New	+$28.7K	0.01%	610

Other funds holding BP

Fisher Asset Management

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

Dimensional Fund Advisors

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

Acadian Asset Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return