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Cornerstone Financial Management’s Barclays BCS Stock Holding History

Cornerstone Financial 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 		$10.6K Buy
395
+240
+155% +$5.79K 0.01% 456
2026
Q1 		$3.28K Buy
155
+25
+19% +$610 ﹤0.01% 593
2025
Q4 		$3.31K Buy
+130
New +$2.88K ﹤0.01% 538

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

Cornerstone Financial Management's BCS Position: Q2 2026 in Review

Cornerstone Financial Management increased its Barclays (BCS) stake by 155% in Q2 2026, buying an estimated $5.79K and bringing the position to 395 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #456.

Cornerstone Financial Management first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Cornerstone Financial Management held 395 shares of Barclays worth $10.6K as of Q2 2026.
  • Cornerstone Financial Management bought 240 Barclays shares in Q2 2026, an estimated $5.79K.
  • Barclays made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #456 holding.
  • Cornerstone Financial Management first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.