Centerpoint Advisors’s Barclays BCS Stock Holding History

Centerpoint Advisors’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
2025 Q4	–	Sell	-257	Closed	-$5K	–	402
2025 Q3	$5K	Buy	+257	New	+$5.09K	﹤0.01%	367

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centerpoint Advisors's BCS Position: Q4 2025 in Review

Centerpoint Advisors sold out of Barclays (BCS) in Q4 2025, closing a stake of 257 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in BCS in Q3 2025 and held it in 1 quarter. The position peaked at $5K in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

Centerpoint Advisors reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 257 Barclays shares in Q4 2025, an estimated $5K.
Centerpoint Advisors first reported a position in Barclays in Q3 2025 and held it in 1 quarter.
Centerpoint Advisors's Barclays position peaked at $5K in Q3 2025.
507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.