CoreCap Advisors’s Barclays BCS Stock Holding History

CoreCap 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 Q3	$6.63K	Sell	273 -18	-6%	-$484	﹤0.01%	2191
2026 Q2	$7.82K	Sell	291 -184	-39%	-$4.44K	﹤0.01%	2155
2026 Q1	$10.1K	Hold	475	–	–	﹤0.01%	1945
2025 Q4	$12.1K	Hold	475	–	–	﹤0.01%	1891
2025 Q3	$9.82K	Hold	475	–	–	﹤0.01%	1937
2025 Q2	$8.83K	Hold	475	–	–	﹤0.01%	1925
2025 Q1	$7.3K	Hold	475	–	–	﹤0.01%	1951
2024 Q4	$6.31K	Sell	475 -44	-8%	-$570	﹤0.01%	1923
2024 Q3	$6.31K	Buy	+519	New	+$6.08K	﹤0.01%	1919
2024 Q2	–	Sell	-734	Closed	-$6.94K	–	1698
2024 Q1	$6.94K	Buy	+734	New	+$6.01K	﹤0.01%	1840
2022 Q4	$5.39K	Buy	+691	New	+$5.04K	﹤0.01%	1731
2022 Q3	–	Sell	-691	Closed	-$5K	–	676
2022 Q2	$5K	Buy	+691	New	+$5.42K	﹤0.01%	1659
2022 Q1	–	Sell	-1,105	Closed	-$11K	–	687
2021 Q4	$11K	Buy	+1,105	New	+$11.6K	﹤0.01%	1512

Other funds holding BCS

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors's BCS Position: Q3 2026 in Review

CoreCap Advisors reduced its Barclays (BCS) stake by 6.2% in Q3 2026, selling an estimated $484 and leaving 273 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

CoreCap Advisors first reported a position in BCS in Q4 2021 and has held it in 13 quarters since. The position peaked at $12.1K in Q4 2025. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

CoreCap Advisors held 273 shares of Barclays worth $6.63K as of Q3 2026.
CoreCap Advisors sold 18 Barclays shares in Q3 2026, an estimated $484.
Barclays made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2191 holding.
CoreCap Advisors first reported a position in Barclays in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Barclays position peaked at $12.1K in Q4 2025.
25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.