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Essential Partners’s Barclays BCS Stock Holding History

Essential 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 		$27.4K Buy
1,131
+1,095
+3,042% +$29.5K 0.01% 807
2026
Q2 		$967 Hold
36
– – ﹤0.01% 2258
2026
Q1 		$762 Hold
36
– – ﹤0.01% 2318
2025
Q4 		$916 Hold
36
– – ﹤0.01% 2057
2025
Q3 		$744 Buy
+36
New +$713 ﹤0.01% 2100

Other funds holding BCS

FWCM
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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

Essential Partners's BCS Position: Q3 2026 in Review

Essential Partners increased its Barclays (BCS) stake by 3,042% in Q3 2026, buying an estimated $29.5K and bringing the position to 1,131 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #807.

Essential Partners first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Essential Partners held 1,131 shares of Barclays worth $27.4K as of Q3 2026.
  • Essential Partners bought 1,095 Barclays shares in Q3 2026, an estimated $29.5K.
  • Barclays made up 0.01% of Essential Partners's portfolio in Q3 2026, its #807 holding.
  • Essential Partners first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.