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EverSource Wealth Advisors’s Barclays BCS Stock Holding History

EverSource Wealth 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 		$394K Sell
14,680
-5,180
-26% -$125K 0.01% 670
2026
Q1 		$420K Buy
19,860
+4,821
+32% +$118K 0.01% 678
2025
Q4 		$383K Buy
15,039
+1,451
+11% +$32.1K 0.01% 640
2025
Q3 		$281K Buy
13,588
+833
+7% +$16.5K 0.01% 748
2025
Q2 		$237K Buy
12,755
+2,663
+26% +$44.1K 0.01% 791
2025
Q1 		$155K Sell
10,092
-10,860
-52% -$163K 0.01% 758
2024
Q4 		$278K Buy
20,952
+16,418
+362% +$213K 0.02% 532
2024
Q3 		$55.1K Buy
4,534
+308
+7% +$3.61K ﹤0.01% 1025
2024
Q2 		$50.4K Buy
4,226
+579
+16% +$6.02K ﹤0.01% 1088
2024
Q1 		$37.3K Buy
3,647
+1,524
+72% +$12.5K ﹤0.01% 1093
2023
Q4 		$16.7K Buy
2,123
+1,001
+89% +$7.21K ﹤0.01% 1320
2023
Q3 		$8.74K Buy
1,122
+804
+253% +$6.24K ﹤0.01% 1473
2023
Q2 		$2.5K Sell
318
-299
-48% -$2.31K ﹤0.01% 1965
2023
Q1 		$4.44K Buy
617
+270
+78% +$2.23K ﹤0.01% 1683
2022
Q4 		$2.71K Sell
347
-8,897
-96% -$64.9K ﹤0.01% 1819
2022
Q3 		$59K Buy
9,244
+8,190
+777% +$63.1K 0.01% 592
2022
Q2 		$8K Buy
1,054
+382
+57% +$3K ﹤0.01% 1095
2022
Q1 		$5K Sell
672
-8,376
-93% -$85.5K ﹤0.01% 1222
2021
Q4 		$93K Buy
+9,048
New +$94.9K 0.03% 315

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EverSource Wealth Advisors's BCS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Barclays (BCS) stake by 26% in Q2 2026, selling an estimated $125K and leaving 14,680 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #670.

EverSource Wealth Advisors first reported a position in BCS in Q4 2021 and has held it in 19 quarters since. The position peaked at $420K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • EverSource Wealth Advisors held 14,680 shares of Barclays worth $394K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,180 Barclays shares in Q2 2026, an estimated $125K.
  • Barclays made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #670 holding.
  • EverSource Wealth Advisors first reported a position in Barclays in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Barclays position peaked at $420K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.