CFA
BCS icon

Collaborative Fund Advisors’s Barclays BCS Stock Holding History

Collaborative Fund 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 		$375K Sell
13,957
-4,101
-23% -$98.9K 0.22% 152
2026
Q1 		$382K Buy
+18,058
New +$440K 0.24% 115

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

Collaborative Fund Advisors's BCS Position: Q2 2026 in Review

Collaborative Fund Advisors reduced its Barclays (BCS) stake by 23% in Q2 2026, selling an estimated $98.9K and leaving 13,957 shares worth $375K. The position accounts for 0.22% of the portfolio, ranked #152.

Collaborative Fund Advisors first reported a position in BCS in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 553 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Collaborative Fund Advisors held 13,957 shares of Barclays worth $375K as of Q2 2026.
  • Collaborative Fund Advisors sold 4,101 Barclays shares in Q2 2026, an estimated $98.9K.
  • Barclays made up 0.22% of Collaborative Fund Advisors's portfolio in Q2 2026, its #152 holding.
  • Collaborative Fund Advisors first reported a position in Barclays in Q1 2026 and has held it in 2 quarters since.
  • Collaborative Fund Advisors's Barclays position peaked at $382K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.