Coldstream Capital Management’s Barclays BCS Stock Holding History

Coldstream Capital Management’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	$476K	Buy	17,739 +1,156	+7%	+$27.9K	0.01%	760
2026 Q1	$351K	Sell	16,583 -2,198	-12%	-$53.6K	﹤0.01%	865
2025 Q4	$478K	Sell	18,781 -7,880	-30%	-$175K	0.01%	742
2025 Q3	$551K	Buy	26,661 +8,207	+44%	+$162K	0.01%	707
2025 Q2	$343K	Buy	18,454 +4,092	+28%	+$67.7K	0.01%	819
2025 Q1	$221K	Buy	14,362 +3,822	+36%	+$57.2K	﹤0.01%	957
2024 Q4	$140K	Buy	10,540 +259	+3%	+$3.36K	﹤0.01%	1035
2024 Q3	$125K	Buy	+10,281	New	+$120K	﹤0.01%	1057

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

Coldstream Capital Management's BCS Position: Q2 2026 in Review

Coldstream Capital Management increased its Barclays (BCS) stake by 7% in Q2 2026, buying an estimated $27.9K and bringing the position to 17,739 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #760.

Coldstream Capital Management first reported a position in BCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $551K in Q3 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Coldstream Capital Management held 17,739 shares of Barclays worth $476K as of Q2 2026.
Coldstream Capital Management bought 1,156 Barclays shares in Q2 2026, an estimated $27.9K.
Barclays made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #760 holding.
Coldstream Capital Management first reported a position in Barclays in Q3 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Barclays position peaked at $551K in Q3 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.