Five Oceans Advisors
BCS icon

Five Oceans Advisors’s Barclays BCS Stock Holding History

Five Oceans 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
Q3 		$369K Hold
15,223
– – 0.14% 97
2026
Q2 		$409K Hold
15,223
– – 0.13% 100
2026
Q1 		$322K Hold
15,223
– – 0.12% 109
2025
Q4 		$387K Hold
15,223
– – 0.14% 90
2025
Q3 		$315K Hold
15,223
– – 0.12% 111
2025
Q2 		$283K Hold
15,223
– – 0.12% 125
2025
Q1 		$234K Hold
15,223
– – 0.11% 143
2024
Q4 		$202K Hold
15,223
– – 0.09% 169
2024
Q3 		$185K Hold
15,223
– – 0.09% 189
2024
Q2 		$163K Sell
15,223
-675
-4% -$7.02K 0.09% 169
2024
Q1 		$150K Hold
15,898
– – 0.08% 187
2023
Q4 		$125K Buy
15,898
+2,527
+19% +$18.2K 0.07% 165
2023
Q3 		$104K Buy
13,371
+2
+0% +$16 0.07% 141
2023
Q2 		$105K Sell
13,369
-1,614
-11% -$12.5K 0.07% 151
2023
Q1 		$108K Sell
14,983
-4,531
-23% -$37.5K 0.07% 146
2022
Q4 		$152K Hold
19,514
– – 0.11% 142
2022
Q3 		$125K Buy
19,514
+7,611
+64% +$58.6K 0.1% 127
2022
Q2 		$90K Buy
+11,903
New +$93.4K 0.07% 126

Other funds holding BCS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Five Oceans Advisors's BCS Position: Q3 2026 in Review

Five Oceans Advisors held its Barclays (BCS) position steady in Q3 2026 at 15,223 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #97.

Five Oceans Advisors first reported a position in BCS in Q2 2022 and has held it in 18 quarters since. The position peaked at $409K in Q2 2026. 100 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Five Oceans Advisors held 15,223 shares of Barclays worth $369K as of Q3 2026.
  • Five Oceans Advisors left its Barclays share count unchanged in Q3 2026.
  • Barclays made up 0.14% of Five Oceans Advisors's portfolio in Q3 2026, its #97 holding.
  • Five Oceans Advisors first reported a position in Barclays in Q2 2022 and has held it in 18 quarters since.
  • Five Oceans Advisors's Barclays position peaked at $409K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.