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Farther Finance Advisors’s Bentley Systems BSY Stock Holding History

Farther Finance Advisors’s Portfolio BSY Stock Details BSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.1M Buy
253,451
+9,208
+4% +$310K 0.06% 302
2026
Q2 		$7.3M Buy
244,243
+25,868
+12% +$841K 0.06% 292
2026
Q1 		$7.47M Buy
218,375
+3,102
+1% +$114K 0.07% 248
2025
Q4 		$8.22M Buy
215,273
+214,207
+20,094% +$9.76M 0.09% 198
2025
Q3 		$54.9K Buy
1,066
+132
+14% +$7.23K ﹤0.01% 2387
2025
Q2 		$50.4K Sell
934
-23
-2% -$1.06K ﹤0.01% 2127
2025
Q1 		$38.7K Sell
957
-1,476
-61% -$65.9K ﹤0.01% 2025
2024
Q4 		$114K Buy
2,433
+108
+5% +$5.27K ﹤0.01% 1251
2024
Q3 		$118K Buy
2,325
+142
+7% +$6.99K ﹤0.01% 1231
2024
Q2 		$107K Buy
2,183
+1,714
+365% +$89K 0.01% 1109
2024
Q1 		$23.6K Sell
469
-27
-5% -$1.36K ﹤0.01% 1437
2023
Q4 		$25.9K Buy
496
+83
+20% +$4.26K ﹤0.01% 1255
2023
Q3 		$20.7K Buy
413
+341
+474% +$17.2K ﹤0.01% 1077
2023
Q2 		$3.9K Buy
72
+12
+20% +$560 ﹤0.01% 1518
2023
Q1 		$2.58K Buy
60
+53
+757% +$2.11K ﹤0.01% 1546
2022
Q4 		$259 Buy
+7
New +$254 ﹤0.01% 1977

Other funds holding BSY

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Farther Finance Advisors increased its Bentley Systems (BSY) stake by 3.8% in Q3 2026, buying an estimated $310K and bringing the position to 253,451 shares worth $8.1M. The position accounts for 0.06% of the portfolio, ranked #302.

Farther Finance Advisors first reported a position in BSY in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.22M in Q4 2025. 12 funds tracked by Wall St. Rank hold BSY as of Q3 2026.

  • Farther Finance Advisors held 253,451 shares of Bentley Systems worth $8.1M as of Q3 2026.
  • Farther Finance Advisors bought 9,208 Bentley Systems shares in Q3 2026, an estimated $310K.
  • Bentley Systems made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #302 holding.
  • Farther Finance Advisors first reported a position in Bentley Systems in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Bentley Systems position peaked at $8.22M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Bentley Systems as of Q3 2026.

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