Dynamic Advisor Solutions’s Barclays BCS Stock Holding History

Dynamic Advisor Solutions’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	$243K	Buy	+10,005	New	+$269K	0.01%	907

Other funds holding BCS

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Dynamic Advisor Solutions's BCS Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Barclays (BCS) in Q3 2026: 10,005 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings.

59 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

Dynamic Advisor Solutions held 10,005 shares of Barclays worth $243K as of Q3 2026.
Barclays was a new Dynamic Advisor Solutions position in Q3 2026.
Barclays made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #907 holding.
59 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.