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Ferguson Wellman Capital Management’s Barclays BCS Stock Holding History

Ferguson Wellman 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
Q3 		$29.1M Buy
1,200,203
+19,795
+2% +$532K 0.35% 62
2026
Q2 		$31.7M Buy
1,180,408
+12,899
+1% +$311K 0.39% 60
2026
Q1 		$24.7M Buy
+1,167,509
New +$28.5M 0.34% 67

Other funds holding BCS

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ferguson Wellman Capital Management's BCS Position: Q3 2026 in Review

Ferguson Wellman Capital Management increased its Barclays (BCS) stake by 1.7% in Q3 2026, buying an estimated $532K and bringing the position to 1,200,203 shares worth $29.1M. The position accounts for 0.35% of the portfolio, ranked #62.

Ferguson Wellman Capital Management first reported a position in BCS in Q1 2026 and has held it in 3 quarters since. The position peaked at $31.7M in Q2 2026. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Ferguson Wellman Capital Management held 1,200,203 shares of Barclays worth $29.1M as of Q3 2026.
  • Ferguson Wellman Capital Management bought 19,795 Barclays shares in Q3 2026, an estimated $532K.
  • Barclays made up 0.35% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #62 holding.
  • Ferguson Wellman Capital Management first reported a position in Barclays in Q1 2026 and has held it in 3 quarters since.
  • Ferguson Wellman Capital Management's Barclays position peaked at $31.7M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.