FFO
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Fortitude Family Office’s Barclays BCS Stock Holding History

Fortitude Family Office’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 		$2.31K Buy
+95
New +$2.56K ﹤0.01% 1962
2025
Q1 		– Sell
-1,058
Closed -$15.8K – 1164
2024
Q4 		$14.1K Sell
1,058
-517
-33% -$6.7K 0.01% 537
2024
Q3 		$19.1K Buy
+1,575
New +$18.4K 0.01% 426

Other funds holding BCS

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
Farther Finance Advisors
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's BCS Position: Q3 2026 in Review

Fortitude Family Office opened a new position in Barclays (BCS) in Q3 2026: 95 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #1962 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in BCS as recently as Q4 2024.

Fortitude Family Office first reported a position in BCS in Q3 2024 and has held it in 3 quarters since. The position peaked at $19.1K in Q3 2024. 43 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Fortitude Family Office held 95 shares of Barclays worth $2.31K as of Q3 2026.
  • Barclays was a new Fortitude Family Office position in Q3 2026.
  • Barclays made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1962 holding.
  • Fortitude Family Office first reported a position in Barclays in Q3 2024 and has held it in 3 quarters since.
  • Fortitude Family Office's Barclays position peaked at $19.1K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.