CI
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CX Institutional’s Barclays BCS Stock Holding History

CX Institutional’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
Q3 		$1K Hold
54
– – ﹤0.01% 1594
2026
Q2 		$1K Buy
54
+1
+2% +$24 ﹤0.01% 1501
2026
Q1 		$1K Sell
53
-37
-41% -$902 ﹤0.01% 1481
2025
Q4 		$2K Buy
90
+37
+70% +$820 ﹤0.01% 1350
2025
Q3 		$1K Hold
53
– – ﹤0.01% 1328
2025
Q2 		$1K Hold
53
– – ﹤0.01% 1166
2025
Q1 		$1K Buy
+53
New +$793 ﹤0.01% 1159

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CX Institutional's BCS Position: Q3 2026 in Review

CX Institutional held its Barclays (BCS) position steady in Q3 2026 at 54 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

CX Institutional first reported a position in BCS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2K in Q4 2025. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • CX Institutional held 54 shares of Barclays worth $1K as of Q3 2026.
  • CX Institutional left its Barclays share count unchanged in Q3 2026.
  • Barclays made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1594 holding.
  • CX Institutional first reported a position in Barclays in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Barclays position peaked at $2K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.