Diversify Advisory Services’s Barclays BCS Stock Holding History

Diversify Advisory Services’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	$4M	Buy	+140,040	New	+$3.38M	0.07%	250
2026 Q1	–	Sell	-34,565	Closed	-$905K	–	271
2025 Q4	$905K	Buy	34,565 +2,948	+9%	+$65.3K	0.03%	421
2025 Q3	$680K	Buy	31,617 +3,059	+11%	+$60.6K	0.02%	472
2025 Q2	$583K	Buy	28,558 +6,369	+29%	+$105K	0.02%	481
2025 Q1	$358K	Buy	22,189 +5,183	+30%	+$77.6K	0.02%	439
2024 Q4	$216K	Sell	17,006 -21	-0.1%	-$272	0.01%	572
2024 Q3	$217K	Buy	+17,027	New	+$199K	0.01%	587

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

Diversify Advisory Services's BCS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Barclays (BCS) in Q2 2026: 140,040 shares worth $4M. The stake represents 0.07% of the portfolio and ranks #250 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BCS as recently as Q4 2025.

Diversify Advisory Services first reported a position in BCS in Q3 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Diversify Advisory Services held 140,040 shares of Barclays worth $4M as of Q2 2026.
Barclays was a new Diversify Advisory Services position in Q2 2026.
Barclays made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #250 holding.
Diversify Advisory Services first reported a position in Barclays in Q3 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.