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Callan Family Office’s Barclays BCS Stock Holding History

Callan Family Office’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 		$8.22M Buy
306,117
+5,276
+2% +$127K 0.16% 126
2026
Q1 		$6.37M Sell
300,841
-9,238
-3% -$225K 0.14% 154
2025
Q4 		$7.89M Buy
310,079
+111,994
+57% +$2.48M 0.17% 112
2025
Q3 		$4.09M Sell
198,085
-12,510
-6% -$248K 0.13% 166
2025
Q2 		$3.91M Buy
210,595
+48,864
+30% +$808K 0.12% 180
2025
Q1 		$2.48M Sell
161,731
-6,467
-4% -$96.8K 0.19% 112
2024
Q4 		$2.24M Buy
+168,198
New +$2.18M 0.14% 133

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Callan Family Office's BCS Position: Q2 2026 in Review

Callan Family Office increased its Barclays (BCS) stake by 1.8% in Q2 2026, buying an estimated $127K and bringing the position to 306,117 shares worth $8.22M. The position accounts for 0.16% of the portfolio, ranked #126.

Callan Family Office first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Callan Family Office held 306,117 shares of Barclays worth $8.22M as of Q2 2026.
  • Callan Family Office bought 5,276 Barclays shares in Q2 2026, an estimated $127K.
  • Barclays made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #126 holding.
  • Callan Family Office first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.