Farther Finance Advisors, LLC

Position in BCS — Barclays PLC

CIK 1992825 SAN FRANCISCO, CA

Position in BCS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$747,621

+$230,196 QoQ

Shares Held

27,834

+13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#220

of 552 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $123,910,129 across 19 Banks - Diversified names. BCS ranks #17 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	167,272	$54,753,143
2	BAC	Bank Of America Corp /De/	311,760	$17,764,084
3	WFC	Wells Fargo & Company/Mn	173,897	$14,370,848
4	C	Citigroup Inc	71,590	$10,019,736
5	BNY	Bank of New York Mellon Corp	48,877	$7,068,102
6	RY	Royal Bank Of Canada	15,278	$3,162,087
7	HSBC	Hsbc Holdings PLC	22,611	$2,150,079
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	81,112	$2,032,666

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$747,621	27,834	+13.8%	Shares	Sole	2026-07-17
2026-03-31	$517,425	24,453	+42.4%	Shares	Sole	2026-04-07
2025-12-31	$436,951	17,169	+189.4%	Shares	Sole	2026-01-23
2025-09-30	$122,635	5,933	+47.1%	Shares	Sole	2025-10-14
2025-06-30	$74,992	4,034	-1.6%	Shares	Sole	2025-07-11
2025-03-31	$62,960	4,099	+9.0%	Shares	Sole	2025-04-14
2024-12-31	$49,996	3,762	+36.8%	Shares	Sole	2025-02-10
2024-09-30	$33,424	2,751	+17.3%	Shares	Sole	2024-10-29
2024-06-30	$25,125	2,346	+3.9%	Shares	Sole	2024-07-31
2024-03-31	$21,338	2,258	-7.8%	Shares	Sole	2024-05-14
2023-12-31	$19,290	2,448	+203.7%	Shares	Sole	2024-02-15
2023-09-30	$6,278	806	+1512.0%	Shares	Sole	2023-11-14
2023-06-30	$393	50	0.0%	Shares	Sole	2024-05-14
2023-03-31	$359	50	0.0%	Shares	Sole	2024-05-14
2022-12-31	$390	50	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.