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Claro Advisors’s Barclays BCS Stock Holding History

Claro 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
Q2 		– Sell
-30,854
Closed -$474K – 387
2025
Q1 		$474K Buy
30,854
+288
+0.9% +$4.31K 0.06% 277
2024
Q4 		$406K Sell
30,566
-1,082
-3% -$14K 0.05% 289
2024
Q3 		$385K Buy
31,648
+20,371
+181% +$238K 0.05% 317
2024
Q2 		$121K Buy
11,277
+745
+7% +$7.75K 0.02% 422
2024
Q1 		$99.5K Buy
10,532
+357
+4% +$2.92K 0.02% 416
2023
Q4 		$80.2K Buy
10,175
+30
+0.3% +$216 0.02% 382
2023
Q3 		$79K Sell
10,145
-891
-8% -$6.92K 0.02% 364
2023
Q2 		$86.7K Buy
+11,036
New +$85.4K 0.02% 370

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Claro Advisors's BCS Position: Q2 2025 in Review

Claro Advisors sold out of Barclays (BCS) in Q2 2025, closing a stake of 30,854 shares — an estimated $474K sold.

Claro Advisors first reported a position in BCS in Q2 2023 and held it in 8 quarters. The position peaked at $474K in Q1 2025. 428 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

  • Claro Advisors reported no remaining Barclays position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 30,854 Barclays shares in Q2 2025, an estimated $474K.
  • Claro Advisors first reported a position in Barclays in Q2 2023 and held it in 8 quarters.
  • Claro Advisors's Barclays position peaked at $474K in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.