Farther Finance Advisors’s Jefferson Capital JCAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16K	Buy	+61	New	+$1.25K	﹤0.01%	5544
2026 Q2	–	Sell	-3	Closed	-$58	–	6164
2026 Q1	$58	Sell	3 -30	-91%	-$635	﹤0.01%	5563
2025 Q4	$737	Buy	+33	New	+$667	﹤0.01%	4976

Other funds holding JCAP

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Farther Finance Advisors opened a new position in Jefferson Capital (JCAP) in Q3 2026: 61 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #5544 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in JCAP as recently as Q1 2026.

Farther Finance Advisors first reported a position in JCAP in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold JCAP as of Q3 2026.

Farther Finance Advisors held 61 shares of Jefferson Capital worth $1.16K as of Q3 2026.
Jefferson Capital was a new Farther Finance Advisors position in Q3 2026.
Jefferson Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5544 holding.
Farther Finance Advisors first reported a position in Jefferson Capital in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Jefferson Capital as of Q3 2026.

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