GHP Investment Advisors’s Barclays BCS Stock Holding History

GHP Investment 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 Q2	$2.88K	Hold	107	–	–	﹤0.01%	950
2026 Q1	$2.27K	Buy	+107	New	+$2.61K	﹤0.01%	985
2023 Q4	–	Sell	-1,320	Closed	-$9.78K	–	856
2023 Q3	$9.78K	Hold	1,320	–	–	﹤0.01%	705
2023 Q2	$9.91K	Hold	1,320	–	–	﹤0.01%	696
2023 Q1	$9.49K	Hold	1,320	–	–	﹤0.01%	694
2022 Q4	$10.3K	Hold	1,320	–	–	﹤0.01%	687
2022 Q3	$8K	Hold	1,320	–	–	﹤0.01%	712
2022 Q2	$10K	Hold	1,320	–	–	﹤0.01%	677
2022 Q1	$10K	Buy	+1,320	New	+$13.5K	﹤0.01%	711
2019 Q4	–	Sell	-11,450	Closed	-$84K	–	299
2019 Q3	$84K	Sell	11,450 -2,896	-20%	-$20.9K	0.01%	290
2019 Q2	$107K	Sell	14,346 -12,284	-46%	-$97K	0.01%	303
2019 Q1	$209K	Sell	26,630 -649	-2%	-$5.21K	0.03%	297
2018 Q4	$197K	Hold	27,279	–	–	0.03%	282
2018 Q3	$233K	Hold	27,279	–	–	0.03%	282
2018 Q2	$262K	Hold	27,279	–	–	0.04%	263
2018 Q1	$308K	Hold	27,279	–	–	0.04%	253
2017 Q4	$284K	Buy	27,279 +11,087	+68%	+$108K	0.04%	263
2017 Q3	$160K	Sell	16,192 -81	-0.5%	-$803	0.02%	294
2017 Q2	$164K	Hold	16,273	–	–	0.03%	294
2017 Q1	$174K	Sell	16,273 -141	-0.9%	-$1.51K	0.03%	292
2016 Q4	$170K	Buy	+16,414	New	+$155K	0.03%	284

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

GHP Investment Advisors's BCS Position: Q2 2026 in Review

GHP Investment Advisors held its Barclays (BCS) position steady in Q2 2026 at 107 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

GHP Investment Advisors first reported a position in BCS in Q4 2016 and has held it in 21 quarters since. The position peaked at $308K in Q1 2018. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

GHP Investment Advisors held 107 shares of Barclays worth $2.88K as of Q2 2026.
GHP Investment Advisors left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #950 holding.
GHP Investment Advisors first reported a position in Barclays in Q4 2016 and has held it in 21 quarters since.
GHP Investment Advisors's Barclays position peaked at $308K in Q1 2018.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.