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Garton & Associates Financial Advisors’s Barclays BCS Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,000
Closed -$25.4K – 176
2025
Q4 		$25.4K Buy
+1,000
New +$22.2K 0.01% 562

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Garton & Associates Financial Advisors's BCS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Barclays (BCS) in Q1 2026, closing a stake of 1,000 shares — an estimated $25.4K sold.

Garton & Associates Financial Advisors first reported a position in BCS in Q4 2025 and held it in 1 quarter. The position peaked at $25.4K in Q4 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,000 Barclays shares in Q1 2026, an estimated $25.4K.
  • Garton & Associates Financial Advisors first reported a position in Barclays in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Barclays position peaked at $25.4K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.