Avantax Advisory Services’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
31,875
+1,892
+6% +$31.3K ﹤0.01% 1482
2025
Q1
$461K Buy
29,983
+169
+0.6% +$2.53K ﹤0.01% 1556
2024
Q4
$396K Buy
29,814
+1,103
+4% +$14.3K ﹤0.01% 1597
2024
Q3
$349K Sell
28,711
-913
-3% -$10.7K ﹤0.01% 1650
2024
Q2
$317K Buy
+29,624
New +$308K ﹤0.01% 1657

Other funds holding BCS

Avantax Advisory Services's BCS Position: Q2 2025 in Review

Avantax Advisory Services increased its Barclays (BCS) stake by 6.3% in Q2 2025, buying an estimated $31.3K and bringing the position to 31,875 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Avantax Advisory Services first reported a position in BCS in Q2 2024 and has held it in 5 quarters since. 428 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

  • Avantax Advisory Services held 31,875 shares of Barclays worth $593K as of Q2 2025.
  • Avantax Advisory Services bought 1,892 Barclays shares in Q2 2025, an estimated $31.3K.
  • Barclays made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1482 holding.
  • Avantax Advisory Services first reported a position in Barclays in Q2 2024 and has held it in 5 quarters since.
  • 428 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.