Coppell Advisory Solutions’s Barclays BCS Stock Holding History

Coppell Advisory Solutions’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	$246K	Buy	+88	New	+$2.12K	0.02%	400
2024 Q4	–	Sell	-248	Closed	-$3.05K	–	1984
2024 Q3	$3.05K	Hold	248	–	–	﹤0.01%	1365
2024 Q2	$2.66K	Buy	+248	New	+$2.58K	﹤0.01%	1339
2023 Q4	$1.95K	Buy	248 +219	+755%	+$1.58K	﹤0.01%	1300
2023 Q3	$226	Sell	29 -219	-88%	-$1.7K	﹤0.01%	1103
2023 Q2	$1.92K	Buy	+248	New	+$1.92K	﹤0.01%	1027
2023 Q1	–	Sell	-29	Closed	-$226	–	271
2022 Q4	$226	Buy	+29	New	+$211	﹤0.01%	1104

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

Coppell Advisory Solutions's BCS Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Barclays (BCS) in Q2 2026: 88 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #400 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in BCS as recently as Q3 2024.

Coppell Advisory Solutions first reported a position in BCS in Q4 2022 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Coppell Advisory Solutions held 88 shares of Barclays worth $246K as of Q2 2026.
Barclays was a new Coppell Advisory Solutions position in Q2 2026.
Barclays made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #400 holding.
Coppell Advisory Solutions first reported a position in Barclays in Q4 2022 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.