Caldwell Trust’s Barclays BCS Stock Holding History

Caldwell Trust’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	$1.99K	Buy	+74	New	+$1.78K	﹤0.01%	768

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

Caldwell Trust's BCS Position: Q2 2026 in Review

Caldwell Trust opened a new position in Barclays (BCS) in Q2 2026: 74 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Caldwell Trust held 74 shares of Barclays worth $1.99K as of Q2 2026.
Barclays was a new Caldwell Trust position in Q2 2026.
Barclays made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #768 holding.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.