CP
BCS icon

Canopy Partners’s Barclays BCS Stock Holding History

Canopy Partners’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 		$373K Hold
13,901
– – 0.11% 159
2026
Q1 		$294K Buy
13,901
+436
+3% +$10.6K 0.1% 170
2025
Q4 		$343K Buy
13,465
+229
+2% +$5.07K 0.11% 150
2025
Q3 		$274K Buy
13,236
+175
+1% +$3.46K 0.09% 169
2025
Q2 		$243K Hold
13,061
– – 0.09% 180
2025
Q1 		$201K Hold
13,061
– – 0.08% 196
2024
Q4 		$174K Buy
13,061
+59
+0.5% +$764 0.07% 193
2024
Q3 		$158K Buy
13,002
+58
+0.4% +$679 0.07% 192
2024
Q2 		$139K Hold
12,944
– – 0.06% 183
2024
Q1 		$122K Buy
12,944
+394
+3% +$3.23K 0.06% 185
2023
Q4 		$98.9K Buy
+12,550
New +$90.4K 0.06% 156

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Canopy Partners's BCS Position: Q2 2026 in Review

Canopy Partners held its Barclays (BCS) position steady in Q2 2026 at 13,901 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #159.

Canopy Partners first reported a position in BCS in Q4 2023 and has held it in 11 quarters since. 120 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Canopy Partners held 13,901 shares of Barclays worth $373K as of Q2 2026.
  • Canopy Partners left its Barclays share count unchanged in Q2 2026.
  • Barclays made up 0.11% of Canopy Partners's portfolio in Q2 2026, its #159 holding.
  • Canopy Partners first reported a position in Barclays in Q4 2023 and has held it in 11 quarters since.
  • 120 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.