Concurrent Investment Advisors’s Barclays BCS Stock Holding History

Concurrent Investment 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	$1.35M	Buy	50,175 +9,349	+23%	+$225K	0.01%	869
2026 Q1	$864K	Sell	40,826 -14,308	-26%	-$349K	0.01%	938
2025 Q4	$1.4M	Buy	55,134 +20,989	+61%	+$465K	0.02%	696
2025 Q3	$706K	Sell	34,145 -2,513	-7%	-$49.8K	0.01%	777
2025 Q2	$681K	Buy	36,658 +3,121	+9%	+$51.6K	0.01%	736
2025 Q1	$515K	Buy	33,537 +13,025	+63%	+$195K	0.01%	746
2024 Q4	$273K	Buy	20,512 +10,137	+98%	+$131K	0.01%	869
2024 Q3	$126K	Buy	+10,375	New	+$121K	﹤0.01%	993

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

Concurrent Investment Advisors's BCS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Barclays (BCS) stake by 23% in Q2 2026, buying an estimated $225K and bringing the position to 50,175 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #869.

Concurrent Investment Advisors first reported a position in BCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Concurrent Investment Advisors held 50,175 shares of Barclays worth $1.35M as of Q2 2026.
Concurrent Investment Advisors bought 9,349 Barclays shares in Q2 2026, an estimated $225K.
Barclays made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #869 holding.
Concurrent Investment Advisors first reported a position in Barclays in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's Barclays position peaked at $1.4M in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.