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CVA Family Office’s Barclays BCS Stock Holding History

CVA Family Office’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
2025
Q3 		– Sell
-149
Closed -$2.77K – 1306
2025
Q2 		$2.77K Hold
149
– – ﹤0.01% 952
2025
Q1 		$2.29K Hold
149
– – ﹤0.01% 988
2024
Q4 		$1.98K Hold
149
– – ﹤0.01% 991
2024
Q3 		$1.81K Hold
149
– – ﹤0.01% 992
2024
Q2 		$1.6K Hold
149
– – ﹤0.01% 999
2024
Q1 		$1.41K Hold
149
– – ﹤0.01% 964
2023
Q4 		$1.17K Buy
+149
New +$1.07K ﹤0.01% 967

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CVA Family Office's BCS Position: Q3 2025 in Review

CVA Family Office sold out of Barclays (BCS) in Q3 2025, closing a stake of 149 shares — an estimated $2.77K sold.

CVA Family Office first reported a position in BCS in Q4 2023 and held it in 7 quarters. The position peaked at $2.77K in Q2 2025. 445 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

  • CVA Family Office reported no remaining Barclays position as of Q3 2025 after selling out during the quarter.
  • CVA Family Office sold 149 Barclays shares in Q3 2025, an estimated $2.77K.
  • CVA Family Office first reported a position in Barclays in Q4 2023 and held it in 7 quarters.
  • CVA Family Office's Barclays position peaked at $2.77K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on CVA Family Office's 13F filing for Q3 2025, filed 30 Oct 2025.