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Beacon Pointe Advisors’s Barclays BCS Stock Holding History

Beacon Pointe Advisors’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 		$665K Sell
24,751
-11,287
-31% -$272K ﹤0.01% 1208
2026
Q1 		$763K Buy
+36,038
New +$879K ﹤0.01% 1102
2025
Q3 		– Sell
-22,682
Closed -$422K – 1389
2025
Q2 		$422K Sell
22,682
-2,271
-9% -$37.6K ﹤0.01% 934
2025
Q1 		$383K Sell
24,953
-1,333
-5% -$20K ﹤0.01% 934
2024
Q4 		$349K Sell
26,286
-1,183
-4% -$15.3K ﹤0.01% 950
2024
Q3 		$334K Sell
27,469
-2,241
-8% -$26.2K ﹤0.01% 987
2024
Q2 		$318K Buy
29,710
+2,696
+10% +$28K ﹤0.01% 1032
2024
Q1 		$255K Buy
27,014
+5,565
+26% +$45.6K ﹤0.01% 1163
2023
Q4 		$169K Sell
21,449
-1,777
-8% -$12.8K ﹤0.01% 1248
2023
Q3 		$181K Buy
23,226
+3,263
+16% +$25.3K ﹤0.01% 1250
2023
Q2 		$157K Sell
19,963
-1,528
-7% -$11.8K ﹤0.01% 1029
2023
Q1 		$155K Buy
21,491
+2,277
+12% +$18.8K ﹤0.01% 1085
2022
Q4 		$150K Sell
19,214
-1,265
-6% -$9.22K ﹤0.01% 1013
2022
Q3 		$131K Buy
20,479
+983
+5% +$7.57K ﹤0.01% 951
2022
Q2 		$147K Sell
19,496
-4,682
-19% -$36.7K ﹤0.01% 986
2022
Q1 		$191K Buy
24,178
+7,054
+41% +$72K ﹤0.01% 1132
2021
Q4 		$177K Buy
+17,124
New +$180K ﹤0.01% 890

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

Beacon Pointe Advisors's BCS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Barclays (BCS) stake by 31% in Q2 2026, selling an estimated $272K and leaving 24,751 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Beacon Pointe Advisors first reported a position in BCS in Q4 2021 and has held it in 17 quarters since. The position peaked at $763K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Beacon Pointe Advisors held 24,751 shares of Barclays worth $665K as of Q2 2026.
  • Beacon Pointe Advisors sold 11,287 Barclays shares in Q2 2026, an estimated $272K.
  • Barclays made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1208 holding.
  • Beacon Pointe Advisors first reported a position in Barclays in Q4 2021 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Barclays position peaked at $763K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.