Bell Investment Advisors’s Barclays BCS Stock Holding History

Bell Investment 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	$32.9K	Buy	1,226 +334	+37%	+$8.05K	﹤0.01%	354
2026 Q1	$18.9K	Sell	892 -134	-13%	-$3.27K	﹤0.01%	460
2025 Q4	$26.1K	Buy	1,026 +268	+35%	+$5.94K	﹤0.01%	369
2025 Q3	$15.7K	Sell	758 -78	-9%	-$1.54K	﹤0.01%	487
2025 Q2	$15.5K	Hold	836	–	–	﹤0.01%	502
2025 Q1	$12.8K	Hold	836	–	–	﹤0.01%	512
2024 Q4	$11.1K	Hold	836	–	–	﹤0.01%	558
2024 Q3	$10.2K	Hold	836	–	–	﹤0.01%	615
2024 Q2	$8.95K	Hold	836	–	–	﹤0.01%	659
2024 Q1	$7.9K	Hold	836	–	–	﹤0.01%	684
2023 Q4	$6.59K	Buy	836 +453	+118%	+$3.26K	﹤0.01%	733
2023 Q3	$2.98K	Hold	383	–	–	﹤0.01%	1084
2023 Q2	$3.01K	Hold	383	–	–	﹤0.01%	1088
2023 Q1	$2.75K	Hold	383	–	–	﹤0.01%	1090
2022 Q4	$2.99K	Hold	383	–	–	﹤0.01%	1068
2022 Q3	$2K	Buy	383 +12	+3%	+$92	﹤0.01%	1042
2022 Q2	$3K	Buy	+371	New	+$2.91K	﹤0.01%	897
2021 Q4	$4K	Hold	372	–	–	﹤0.01%	832
2021 Q3	$4K	Buy	+372	New	+$3.7K	﹤0.01%	771

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bell Investment Advisors's BCS Position: Q2 2026 in Review

Bell Investment Advisors increased its Barclays (BCS) stake by 37% in Q2 2026, buying an estimated $8.05K and bringing the position to 1,226 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Bell Investment Advisors first reported a position in BCS in Q3 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Bell Investment Advisors held 1,226 shares of Barclays worth $32.9K as of Q2 2026.
Bell Investment Advisors bought 334 Barclays shares in Q2 2026, an estimated $8.05K.
Barclays made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #354 holding.
Bell Investment Advisors first reported a position in Barclays in Q3 2021 and has held it in 19 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.