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Elevation Wealth Partners’s Barclays BCS Stock Holding History

Elevation Wealth Partners’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 		$10.9K Hold
451
– – ﹤0.01% 865
2026
Q2 		$12.1K Buy
+451
New +$10.9K ﹤0.01% 747

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

Elevation Wealth Partners's BCS Position: Q3 2026 in Review

Elevation Wealth Partners held its Barclays (BCS) position steady in Q3 2026 at 451 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Elevation Wealth Partners first reported a position in BCS in Q2 2026 and has held it in 2 quarters since. The position peaked at $12.1K in Q2 2026. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Elevation Wealth Partners held 451 shares of Barclays worth $10.9K as of Q3 2026.
  • Elevation Wealth Partners left its Barclays share count unchanged in Q3 2026.
  • Barclays made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #865 holding.
  • Elevation Wealth Partners first reported a position in Barclays in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Barclays position peaked at $12.1K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.