Elevated Capital Advisors’s Barclays BCS Stock Holding History

Elevated Capital Advisors’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	$779	Hold	29	–	–	﹤0.01%	767
2026 Q1	$614	Hold	29	–	–	﹤0.01%	770
2025 Q4	$738	Buy	+29	New	+$642	﹤0.01%	736

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

Elevated Capital Advisors's BCS Position: Q2 2026 in Review

Elevated Capital Advisors held its Barclays (BCS) position steady in Q2 2026 at 29 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Elevated Capital Advisors first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Elevated Capital Advisors held 29 shares of Barclays worth $779 as of Q2 2026.
Elevated Capital Advisors left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #767 holding.
Elevated Capital Advisors first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.