Cerity Partners
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Cerity Partners’s Barclays BCS Stock Holding History

Cerity 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 		$8.92M Buy
332,203
+9,986
+3% +$241K 0.01% 823
2026
Q1 		$6.82M Buy
322,217
+58,499
+22% +$1.43M 0.01% 874
2025
Q4 		$6.71M Buy
263,718
+12,135
+5% +$269K 0.01% 814
2025
Q3 		$5.2M Buy
251,583
+7,885
+3% +$156K 0.01% 836
2025
Q2 		$4.53M Buy
243,698
+7,604
+3% +$126K 0.01% 843
2025
Q1 		$3.63M Buy
236,094
+66,512
+39% +$996K 0.01% 856
2024
Q4 		$2.19M Sell
169,582
-4,836
-3% -$62.7K ﹤0.01% 1068
2024
Q3 		$2.12M Buy
174,418
+87,784
+101% +$1.03M ﹤0.01% 1071
2024
Q2 		$928K Sell
86,634
-39,177
-31% -$407K ﹤0.01% 1261
2024
Q1 		$1.19M Buy
125,811
+59,378
+89% +$486K ﹤0.01% 1201
2023
Q4 		$523K Buy
66,433
+7,250
+12% +$52.2K ﹤0.01% 1254
2023
Q3 		$461K Sell
59,183
-19,506
-25% -$151K ﹤0.01% 1005
2023
Q2 		$618K Sell
78,689
-5,766
-7% -$44.6K ﹤0.01% 1091
2023
Q1 		$3.06M Buy
+84,455
New +$698K 0.01% 599
2022
Q3 		– Sell
-66,069
Closed -$502K – 1180
2022
Q2 		$502K Buy
+66,069
New +$519K 0.01% 742
2019
Q1 		– Sell
-22,856
Closed -$165K – 533
2018
Q4 		$165K Sell
22,856
-1,651
-7% -$13.3K 0.01% 487
2018
Q3 		$210K Buy
24,507
+3,414
+16% +$31.7K 0.01% 504
2018
Q2 		$202K Buy
21,093
+4,372
+26% +$47.3K 0.01% 511
2018
Q1 		$189K Sell
16,721
-4,609
-22% -$50.3K 0.01% 505
2017
Q4 		$222K Buy
21,330
+887
+4% +$8.61K 0.01% 511
2017
Q3 		$202K Buy
20,443
+8,307
+68% +$82.3K 0.01% 540
2017
Q2 		$122K Buy
12,136
+213
+2% +$2.17K 0.01% 339
2017
Q1 		$127K Buy
+11,923
New +$128K 0.01% 423

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

Cerity Partners's BCS Position: Q2 2026 in Review

Cerity Partners increased its Barclays (BCS) stake by 3.1% in Q2 2026, buying an estimated $241K and bringing the position to 332,203 shares worth $8.92M. The position accounts for 0.01% of the portfolio, ranked #823.

Cerity Partners first reported a position in BCS in Q1 2017 and has held it in 23 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Cerity Partners held 332,203 shares of Barclays worth $8.92M as of Q2 2026.
  • Cerity Partners bought 9,986 Barclays shares in Q2 2026, an estimated $241K.
  • Barclays made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #823 holding.
  • Cerity Partners first reported a position in Barclays in Q1 2017 and has held it in 23 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.