FFA
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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
Q3 		$2.38M Buy
54,035
+2,512
+5% +$108K 0.02% 691
2026
Q2 		$1.91M Sell
51,523
-129
-0.2% -$5.66K 0.01% 772
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

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

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

Farther Finance Advisors increased its BP (BP) stake by 4.9% in Q3 2026, buying an estimated $108K and bringing the position to 54,035 shares worth $2.38M. The position accounts for 0.02% of the portfolio, ranked #691.

Farther Finance Advisors first reported a position in BP in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.38M in Q1 2026. 67 funds tracked by Wall St. Rank hold BP as of Q3 2026.

  • Farther Finance Advisors held 54,035 shares of BP worth $2.38M as of Q3 2026.
  • Farther Finance Advisors bought 2,512 BP shares in Q3 2026, an estimated $108K.
  • BP made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #691 holding.
  • Farther Finance Advisors first reported a position in BP in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's BP position peaked at $2.38M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held BP as of Q3 2026.

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