Contravisory Investment Management’s Barclays BCS Stock Holding History

Contravisory Investment 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	$10.7M	Sell	396,837 -6,868	-2%	-$166K	1.88%	14
2026 Q1	$8.54M	Sell	403,705 -23,011	-5%	-$561K	1.75%	23
2025 Q4	$10.9M	Sell	426,716 -13,124	-3%	-$291K	2.15%	10
2025 Q3	$9.09M	Sell	439,840 -13,798	-3%	-$273K	1.76%	25
2025 Q2	$8.43M	Buy	453,638 +438,484	+2,894%	+$7.25M	1.66%	27
2025 Q1	$233K	Buy	15,154 +529	+4%	+$7.92K	0.05%	226
2024 Q4	$194K	Buy	+14,625	New	+$189K	0.04%	226
2022 Q2	–	Sell	-10,029	Closed	-$79K	–	331
2022 Q1	$79K	Hold	10,029	–	–	0.02%	234
2021 Q4	$104K	Buy	10,029 +749	+8%	+$7.86K	0.03%	213
2021 Q3	$96K	Buy	+9,280	New	+$92.4K	0.03%	209

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

Contravisory Investment Management's BCS Position: Q2 2026 in Review

Contravisory Investment Management reduced its Barclays (BCS) stake by 1.7% in Q2 2026, selling an estimated $166K and leaving 396,837 shares worth $10.7M. The position accounts for 1.88% of the portfolio, ranked #14.

Contravisory Investment Management first reported a position in BCS in Q3 2021 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Contravisory Investment Management held 396,837 shares of Barclays worth $10.7M as of Q2 2026.
Contravisory Investment Management sold 6,868 Barclays shares in Q2 2026, an estimated $166K.
Barclays made up 1.88% of Contravisory Investment Management's portfolio in Q2 2026, its #14 holding.
Contravisory Investment Management first reported a position in Barclays in Q3 2021 and has held it in 10 quarters since.
Contravisory Investment Management's Barclays position peaked at $10.9M in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.