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Brown Financial Advisors’s Barclays BCS Stock Holding History

Brown Financial 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
Q1 		$240K Buy
+11,333
New +$276K 0.09% 188

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Financial Advisors's BCS Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in Barclays (BCS) in Q1 2026: 11,333 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Brown Financial Advisors held 11,333 shares of Barclays worth $240K as of Q1 2026.
  • Barclays was a new Brown Financial Advisors position in Q1 2026.
  • Barclays made up 0.09% of Brown Financial Advisors's portfolio in Q1 2026, its #188 holding.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.