Burk Holdings’s Barclays BCS Stock Holding History

Burk Holdings’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	$7.71K	Hold	287	–	–	﹤0.01%	298
2026 Q1	$6.07K	Buy	+287	New	+$7K	﹤0.01%	327

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

Burk Holdings's BCS Position: Q2 2026 in Review

Burk Holdings held its Barclays (BCS) position steady in Q2 2026 at 287 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Burk Holdings first reported a position in BCS in Q1 2026 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Burk Holdings held 287 shares of Barclays worth $7.71K as of Q2 2026.
Burk Holdings left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #298 holding.
Burk Holdings first reported a position in Barclays in Q1 2026 and has held it in 2 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.