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Fedenia Advisers’s Barclays BCS Stock Holding History

Fedenia Advisers’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 		$150K Buy
+5,601
New +$135K 0.04% 145
2025
Q1 		– Sell
-5,608
Closed -$74.5K – 145
2024
Q4 		$74.5K Buy
+5,608
New +$72.7K 0.04% 232

Other funds holding BCS

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
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Fedenia Advisers's BCS Position: Q2 2026 in Review

Fedenia Advisers opened a new position in Barclays (BCS) in Q2 2026: 5,601 shares worth $150K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in BCS as recently as Q4 2024.

Fedenia Advisers first reported a position in BCS in Q4 2024 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Fedenia Advisers held 5,601 shares of Barclays worth $150K as of Q2 2026.
  • Barclays was a new Fedenia Advisers position in Q2 2026.
  • Barclays made up 0.04% of Fedenia Advisers's portfolio in Q2 2026, its #145 holding.
  • Fedenia Advisers first reported a position in Barclays in Q4 2024 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.