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Calamos Wealth Management’s Barclays BCS Stock Holding History

Calamos Wealth Management’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 		– Sell
-170,341
Closed -$4.34M – 551
2025
Q4 		$4.34M Buy
170,341
+45,656
+37% +$1.01M 0.15% 85
2025
Q3 		$2.58M Buy
124,685
+14,446
+13% +$286K 0.09% 115
2025
Q2 		$2.05M Buy
+110,239
New +$1.82M 0.09% 116

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

Calamos Wealth Management's BCS Position: Q1 2026 in Review

Calamos Wealth Management sold out of Barclays (BCS) in Q1 2026, closing a stake of 170,341 shares — an estimated $4.34M sold.

Calamos Wealth Management first reported a position in BCS in Q2 2025 and held it in 3 quarters. The position peaked at $4.34M in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Calamos Wealth Management reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 170,341 Barclays shares in Q1 2026, an estimated $4.34M.
  • Calamos Wealth Management first reported a position in Barclays in Q2 2025 and held it in 3 quarters.
  • Calamos Wealth Management's Barclays position peaked at $4.34M in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.