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 Q2	$304K	Sell	11,308 -25	-0.2%	-$603	0.11%	156
2026 Q1	$240K	Buy	+11,333	New	+$276K	0.09%	188

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

Brown Financial Advisors's BCS Position: Q2 2026 in Review

Brown Financial Advisors reduced its Barclays (BCS) stake by 0.22% in Q2 2026, selling an estimated $603 and leaving 11,308 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #156.

Brown Financial Advisors first reported a position in BCS in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Brown Financial Advisors held 11,308 shares of Barclays worth $304K as of Q2 2026.
Brown Financial Advisors sold 25 Barclays shares in Q2 2026, an estimated $603.
Barclays made up 0.11% of Brown Financial Advisors's portfolio in Q2 2026, its #156 holding.
Brown Financial Advisors first reported a position in Barclays in Q1 2026 and has held it in 2 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.