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Bravera Wealth’s Barclays BCS Stock Holding History

Bravera Wealth’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 		$11.5K Hold
427
– – ﹤0.01% 269
2026
Q1 		$9.04K Hold
427
– – ﹤0.01% 299
2025
Q4 		$10.9K Buy
+427
New +$9.46K 0.01% 265

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Bravera Wealth's BCS Position: Q2 2026 in Review

Bravera Wealth held its Barclays (BCS) position steady in Q2 2026 at 427 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Bravera Wealth first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Bravera Wealth held 427 shares of Barclays worth $11.5K as of Q2 2026.
  • Bravera Wealth left its Barclays share count unchanged in Q2 2026.
  • Barclays made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #269 holding.
  • Bravera Wealth first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.