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Evolve Private Wealth’s Barclays BCS Stock Holding History

Evolve Private Wealth’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 		$4.01M Buy
149,149
+2,079
+1% +$50.1K 0.24% 76
2026
Q1 		$3.11M Buy
147,070
+8,511
+6% +$208K 0.17% 113
2025
Q4 		$3.53M Buy
+138,559
New +$3.07M 0.21% 83

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

Evolve Private Wealth's BCS Position: Q2 2026 in Review

Evolve Private Wealth increased its Barclays (BCS) stake by 1.4% in Q2 2026, buying an estimated $50.1K and bringing the position to 149,149 shares worth $4.01M. The position accounts for 0.24% of the portfolio, ranked #76.

Evolve Private Wealth first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Evolve Private Wealth held 149,149 shares of Barclays worth $4.01M as of Q2 2026.
  • Evolve Private Wealth bought 2,079 Barclays shares in Q2 2026, an estimated $50.1K.
  • Barclays made up 0.24% of Evolve Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Evolve Private Wealth first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.