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COMPASS FINANCIAL MANAGEMENT LLC’s Barclays BCS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$34.6K Buy
+1,288
New +$31.1K ﹤0.01% 759

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's BCS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Barclays (BCS) in Q2 2026: 1,288 shares worth $34.6K. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings.

453 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,288 shares of Barclays worth $34.6K as of Q2 2026.
  • Barclays was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Barclays made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #759 holding.
  • 453 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.