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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
Q2 		$12.1K Buy
+451
New +$10.9K ﹤0.01% 747

Other funds holding BCS

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Elevation Wealth Partners's BCS Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Barclays (BCS) in Q2 2026: 451 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

168 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Elevation Wealth Partners held 451 shares of Barclays worth $12.1K as of Q2 2026.
  • Barclays was a new Elevation Wealth Partners position in Q2 2026.
  • Barclays made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #747 holding.
  • 168 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.