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Crewe Advisors’s Barclays BCS Stock Holding History

Crewe 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
Q2 		$19.4K Buy
722
+8
+1% +$193 ﹤0.01% 627
2026
Q1 		$15.1K Hold
714
– – ﹤0.01% 571
2025
Q4 		$18.2K Hold
714
– – ﹤0.01% 508
2025
Q3 		$14.8K Buy
714
+122
+21% +$2.42K ﹤0.01% 560
2025
Q2 		$11K Buy
592
+14
+2% +$232 ﹤0.01% 446
2025
Q1 		$8.89K Hold
578
– – ﹤0.01% 430
2024
Q4 		$7.69K Hold
578
– – ﹤0.01% 446
2024
Q3 		$7.03K Buy
578
+7
+1% +$82 ﹤0.01% 534
2024
Q2 		$6.12K Buy
571
+15
+3% +$156 ﹤0.01% 763
2024
Q1 		$5.26K Hold
556
– – ﹤0.01% 719
2023
Q4 		$4.38K Hold
556
– – ﹤0.01% 260
2023
Q3 		$4.33K Buy
556
+9
+2% +$70 ﹤0.01% 297
2023
Q2 		$4.3K Buy
547
+18
+3% +$139 ﹤0.01% 482
2023
Q1 		$3.81K Hold
529
– – ﹤0.01% 664
2022
Q4 		$4.13K Hold
529
– – ﹤0.01% 707
2022
Q3 		$3K Buy
529
+7
+1% +$54 ﹤0.01% 938
2022
Q2 		$4K Buy
522
+14
+3% +$110 ﹤0.01% 792
2022
Q1 		$4K Hold
508
– – ﹤0.01% 402
2021
Q4 		$5K Sell
508
-635
-56% -$6.66K ﹤0.01% 351
2021
Q3 		$12K Sell
1,143
-200
-15% -$1.99K ﹤0.01% 250
2021
Q2 		$13K Buy
+1,343
New +$13.7K ﹤0.01% 253
2020
Q4 		– Sell
-431
Closed -$2K – 465
2020
Q3 		$2K Buy
+431
New +$2.38K ﹤0.01% 477

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

Crewe Advisors's BCS Position: Q2 2026 in Review

Crewe Advisors increased its Barclays (BCS) stake by 1.1% in Q2 2026, buying an estimated $193 and bringing the position to 722 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Crewe Advisors first reported a position in BCS in Q3 2020 and has held it in 22 quarters since. 556 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Crewe Advisors held 722 shares of Barclays worth $19.4K as of Q2 2026.
  • Crewe Advisors bought 8 Barclays shares in Q2 2026, an estimated $193.
  • Barclays made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #627 holding.
  • Crewe Advisors first reported a position in Barclays in Q3 2020 and has held it in 22 quarters since.
  • 556 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.