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Cape Investment Advisory’s Barclays BCS Stock Holding History

Cape Investment Advisory’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 		$75.1K Buy
+2,795
New +$67.4K 0.02% 396
2026
Q1 		– Sell
-1,797
Closed -$45.7K – 312
2025
Q4 		$45.7K Buy
1,797
+413
+30% +$9.15K 0.01% 434
2025
Q3 		$28.6K Buy
1,384
+173
+14% +$3.42K 0.03% 283
2025
Q2 		$22.5K Buy
1,211
+330
+37% +$5.46K 0.01% 485
2025
Q1 		$13.5K Sell
881
-248
-22% -$3.71K 0.01% 548
2024
Q4 		$15K Hold
1,129
– – 0.01% 519
2024
Q3 		$13.7K Hold
1,129
– – 0.01% 514
2024
Q2 		$12.1K Hold
1,129
– – 0.01% 491
2024
Q1 		$10.7K Buy
1,129
+346
+44% +$2.83K 0.01% 533
2023
Q4 		$6.17K Hold
783
– – ﹤0.01% 743
2023
Q3 		$6.1K Hold
783
– – ﹤0.01% 633
2023
Q2 		$6.15K Buy
783
+195
+33% +$1.51K ﹤0.01% 628
2023
Q1 		$4.23K Buy
+588
New +$4.86K ﹤0.01% 707

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

Cape Investment Advisory's BCS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Barclays (BCS) in Q2 2026: 2,795 shares worth $75.1K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BCS as recently as Q4 2025.

Cape Investment Advisory first reported a position in BCS in Q1 2023 and has held it in 13 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Cape Investment Advisory held 2,795 shares of Barclays worth $75.1K as of Q2 2026.
  • Barclays was a new Cape Investment Advisory position in Q2 2026.
  • Barclays made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #396 holding.
  • Cape Investment Advisory first reported a position in Barclays in Q1 2023 and has held it in 13 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.