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Farther Finance Advisors’s BrightSpring Health Services BTSG Stock Holding History

Farther Finance Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Buy
6,985
+4,189
+150% +$233K ﹤0.01% 1579
2026
Q1 		$118K Buy
2,796
+1,079
+63% +$43.5K ﹤0.01% 2396
2025
Q4 		$64.3K Buy
1,717
+910
+113% +$30.5K ﹤0.01% 2646
2025
Q3 		$23.9K Buy
807
+801
+13,350% +$18.6K ﹤0.01% 2917
2025
Q2 		$142 Buy
+6
New +$125 ﹤0.01% 4263

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Farther Finance Advisors increased its BrightSpring Health Services (BTSG) stake by 150% in Q2 2026, buying an estimated $233K and bringing the position to 6,985 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Farther Finance Advisors first reported a position in BTSG in Q2 2025 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Farther Finance Advisors held 6,985 shares of BrightSpring Health Services worth $487K as of Q2 2026.
  • Farther Finance Advisors bought 4,189 BrightSpring Health Services shares in Q2 2026, an estimated $233K.
  • BrightSpring Health Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1579 holding.
  • Farther Finance Advisors first reported a position in BrightSpring Health Services in Q2 2025 and has held it in 5 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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