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Atwood & Palmer’s Barclays BCS Stock Holding History

Atwood & Palmer’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
Q3 		$150K Buy
6,166
+61
+1% +$1.64K 0.01% 180
2026
Q2 		$164K Hold
6,105
– – 0.01% 168
2026
Q1 		$129K Sell
6,105
-933
-13% -$22.8K 0.01% 183
2025
Q4 		$179K Hold
7,038
– – 0.01% 156
2025
Q3 		$145K Buy
7,038
+38
+0.5% +$752 0.01% 170
2025
Q2 		$130K Buy
+7,000
New +$116K 0.01% 172
2015
Q4 		– Sell
-343
Closed -$5K – 400
2015
Q3 		$5K Sell
343
-41
-11% -$631 ﹤0.01% 382
2015
Q2 		$6K Buy
+384
New +$5.77K ﹤0.01% 318

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Atwood & Palmer's BCS Position: Q3 2026 in Review

Atwood & Palmer increased its Barclays (BCS) stake by 1% in Q3 2026, buying an estimated $1.64K and bringing the position to 6,166 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #180.

Atwood & Palmer first reported a position in BCS in Q2 2015 and has held it in 8 quarters since. The position peaked at $179K in Q4 2025. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Atwood & Palmer held 6,166 shares of Barclays worth $150K as of Q3 2026.
  • Atwood & Palmer bought 61 Barclays shares in Q3 2026, an estimated $1.64K.
  • Barclays made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #180 holding.
  • Atwood & Palmer first reported a position in Barclays in Q2 2015 and has held it in 8 quarters since.
  • Atwood & Palmer's Barclays position peaked at $179K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.