Gradient Investments’s Barclays BCS Stock Holding History

Gradient Investments’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	$6.13M	Buy	228,174 +13,315	+6%	+$321K	0.08%	176
2026 Q1	$4.55M	Buy	+214,859	New	+$5.24M	0.07%	200
2024 Q3	–	Sell	-25	Closed	-$268	–	386
2024 Q2	$268	Sell	25 -15	-38%	-$156	﹤0.01%	1245
2024 Q1	$378	Sell	40 -144	-78%	-$1.18K	﹤0.01%	1055
2023 Q4	$1.45K	Sell	184 -62,641	-100%	-$451K	﹤0.01%	1321
2023 Q3	$489K	Buy	62,825 +2,474	+4%	+$19.2K	0.01%	228
2023 Q2	$474K	Buy	+60,351	New	+$467K	0.01%	235
2022 Q4	–	Sell	-120	Closed	-$1K	–	1523
2022 Q3	$1K	Buy	+120	New	+$925	﹤0.01%	1200
2019 Q1	–	Sell	-517	Closed	-$4K	–	871
2018 Q4	$4K	Buy	+517	New	+$4.17K	﹤0.01%	727

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

Gradient Investments's BCS Position: Q2 2026 in Review

Gradient Investments increased its Barclays (BCS) stake by 6.2% in Q2 2026, buying an estimated $321K and bringing the position to 228,174 shares worth $6.13M. The position accounts for 0.08% of the portfolio, ranked #176.

Gradient Investments first reported a position in BCS in Q4 2018 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Gradient Investments held 228,174 shares of Barclays worth $6.13M as of Q2 2026.
Gradient Investments bought 13,315 Barclays shares in Q2 2026, an estimated $321K.
Barclays made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #176 holding.
Gradient Investments first reported a position in Barclays in Q4 2018 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.