Evergreen Capital Management’s Barclays BCS Stock Holding History

Evergreen Capital Management’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	$992K	Sell	36,931 -72,586	-66%	-$1.75M	0.02%	546
2026 Q1	$2.32M	Sell	109,517 -8,161	-7%	-$199K	0.05%	293
2025 Q4	$2.99M	Buy	117,678 +76,461	+186%	+$1.69M	0.07%	252
2025 Q3	$852K	Buy	41,217 +16,699	+68%	+$331K	0.02%	450
2025 Q2	$456K	Buy	24,518 +781	+3%	+$12.9K	0.01%	593
2025 Q1	$371K	Buy	23,737 +21	+0.1%	+$314	0.01%	633
2024 Q4	$315K	Buy	23,716 +222	+0.9%	+$2.88K	0.01%	710
2024 Q3	$285K	Buy	23,494 +2,518	+12%	+$29.5K	0.01%	738
2024 Q2	$225K	Buy	20,976 +593	+3%	+$6.17K	0.01%	796
2024 Q1	$198K	Buy	+20,383	New	+$167K	0.01%	804
2023 Q4	–	Sell	-20,974	Closed	-$163K	–	855
2023 Q3	$163K	Buy	+20,974	New	+$163K	0.01%	728
2022 Q1	–	Sell	-10,848	Closed	-$112K	–	662
2021 Q4	$112K	Buy	+10,848	New	+$114K	﹤0.01%	616
2020 Q2	–	Sell	-19,045	Closed	-$86K	–	400
2020 Q1	$86K	Buy	+19,045	New	+$147K	0.01%	351
2019 Q3	–	Sell	-21,027	Closed	-$157K	–	427
2019 Q2	$157K	Buy	+21,027	New	+$166K	0.02%	408

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

Evergreen Capital Management's BCS Position: Q2 2026 in Review

Evergreen Capital Management reduced its Barclays (BCS) stake by 66% in Q2 2026, selling an estimated $1.75M and leaving 36,931 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #546.

Evergreen Capital Management first reported a position in BCS in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.99M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Evergreen Capital Management held 36,931 shares of Barclays worth $992K as of Q2 2026.
Evergreen Capital Management sold 72,586 Barclays shares in Q2 2026, an estimated $1.75M.
Barclays made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #546 holding.
Evergreen Capital Management first reported a position in Barclays in Q2 2019 and has held it in 14 quarters since.
Evergreen Capital Management's Barclays position peaked at $2.99M in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.