Cromwell Holdings’s Barclays BCS Stock Holding History

Cromwell Holdings’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	$287K	Hold	10,692	–	–	0.13%	142
2026 Q1	$226K	Hold	10,692	–	–	0.13%	167
2025 Q4	$272K	Hold	10,692	–	–	0.15%	129
2025 Q3	$221K	Hold	10,692	–	–	0.12%	160
2025 Q2	$199K	Hold	10,692	–	–	0.12%	166
2025 Q1	$164K	Hold	10,692	–	–	0.11%	194
2024 Q4	$142K	Hold	10,692	–	–	0.08%	226
2024 Q3	$130K	Hold	10,692	–	–	0.08%	243
2024 Q2	$115K	Buy	+10,692	New	+$111K	0.07%	249

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

Cromwell Holdings's BCS Position: Q2 2026 in Review

Cromwell Holdings held its Barclays (BCS) position steady in Q2 2026 at 10,692 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #142.

Cromwell Holdings first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Cromwell Holdings held 10,692 shares of Barclays worth $287K as of Q2 2026.
Cromwell Holdings left its Barclays share count unchanged in Q2 2026.
Barclays made up 0.13% of Cromwell Holdings's portfolio in Q2 2026, its #142 holding.
Cromwell Holdings first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.