Creative Financial Designs’s Barclays BCS Stock Holding History

Creative Financial Designs’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	$11K	Sell	408 -551	-57%	-$13.3K	﹤0.01%	1492
2026 Q1	$20.3K	Buy	959 +411	+75%	+$10K	﹤0.01%	1201
2025 Q4	$13.9K	Hold	548	–	–	﹤0.01%	1263
2025 Q3	$11.3K	Buy	548 +42	+8%	+$831	﹤0.01%	1333
2025 Q2	$9.41K	Sell	506 -13	-3%	-$215	﹤0.01%	1360
2025 Q1	$7.97K	Buy	+519	New	+$7.77K	﹤0.01%	1349
2021 Q1	–	Sell	-42	Closed	–	–	1300
2020 Q4	$0	Buy	+42	New	+$281	﹤0.01%	1225
2020 Q3	–	Sell	-42	Closed	–	–	1205
2020 Q2	$0	Buy	+42	New	+$219	﹤0.01%	1145
2018 Q4	–	Sell	-44	Closed	–	–	593
2018 Q3	$0	Hold	44	–	–	﹤0.01%	744
2018 Q2	$0	Hold	44	–	–	﹤0.01%	754
2018 Q1	$0	Hold	44	–	–	﹤0.01%	699
2017 Q4	$0	Hold	44	–	–	﹤0.01%	697
2017 Q3	$0	Hold	44	–	–	﹤0.01%	741
2017 Q2	$0	Hold	44	–	–	﹤0.01%	757
2017 Q1	$0	Sell	44 -1	-2%	-$11	﹤0.01%	720
2016 Q4	$0	Buy	+45	New	+$424	﹤0.01%	719

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

Creative Financial Designs's BCS Position: Q2 2026 in Review

Creative Financial Designs reduced its Barclays (BCS) stake by 57% in Q2 2026, selling an estimated $13.3K and leaving 408 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Creative Financial Designs first reported a position in BCS in Q4 2016 and has held it in 16 quarters since. The position peaked at $20.3K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Creative Financial Designs held 408 shares of Barclays worth $11K as of Q2 2026.
Creative Financial Designs sold 551 Barclays shares in Q2 2026, an estimated $13.3K.
Barclays made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1492 holding.
Creative Financial Designs first reported a position in Barclays in Q4 2016 and has held it in 16 quarters since.
Creative Financial Designs's Barclays position peaked at $20.3K in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.