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Advocate Investing Services’s Barclays BCS Stock Holding History

Advocate Investing Services’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9K Hold
1,300
– – 0.03% 191
2026
Q1 		$27.5K Hold
1,300
– – 0.02% 186
2025
Q4 		$33.1K Buy
+1,300
New +$28.8K 0.03% 167

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advocate Investing Services's BCS Position: Q2 2026 in Review

Advocate Investing Services held its Barclays (BCS) position steady in Q2 2026 at 1,300 shares worth $34.9K. The position accounts for 0.03% of the portfolio, ranked #191.

Advocate Investing Services first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Advocate Investing Services held 1,300 shares of Barclays worth $34.9K as of Q2 2026.
  • Advocate Investing Services left its Barclays share count unchanged in Q2 2026.
  • Barclays made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #191 holding.
  • Advocate Investing Services first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.