Clearstead Advisors’s Barclays BCS Stock Holding History

Clearstead 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
2026 Q2	$420K	Sell	15,639 -15,639	-50%	-$377K	﹤0.01%	812
2026 Q1	$662K	Buy	+31,278	New	+$763K	0.01%	646
2025 Q1	–	Sell	-392	Closed	-$5.21K	–	2212
2024 Q4	$5.21K	Buy	+392	New	+$5.08K	﹤0.01%	1712
2023 Q4	–	Sell	-500	Closed	-$3.9K	–	1522
2023 Q3	$3.9K	Buy	+500	New	+$3.88K	﹤0.01%	1115
2022 Q2	–	Sell	-1,921	Closed	-$15K	–	1281
2022 Q1	$15K	Buy	+1,921	New	+$19.6K	﹤0.01%	913
2021 Q3	–	Sell	-182	Closed	-$2K	–	1291
2021 Q2	$2K	Buy	+182	New	+$1.86K	﹤0.01%	1020
2020 Q3	–	Sell	-14	Closed	–	–	885
2020 Q2	$0	Hold	14	–	–	﹤0.01%	786
2020 Q1	$0	Buy	+14	New	+$108	﹤0.01%	769

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Clearstead Advisors's BCS Position: Q2 2026 in Review

Clearstead Advisors reduced its Barclays (BCS) stake by 50% in Q2 2026, selling an estimated $377K and leaving 15,639 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Clearstead Advisors first reported a position in BCS in Q1 2020 and has held it in 8 quarters since. The position peaked at $662K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Clearstead Advisors held 15,639 shares of Barclays worth $420K as of Q2 2026.
Clearstead Advisors sold 15,639 Barclays shares in Q2 2026, an estimated $377K.
Barclays made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #812 holding.
Clearstead Advisors first reported a position in Barclays in Q1 2020 and has held it in 8 quarters since.
Clearstead Advisors's Barclays position peaked at $662K in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.