GI
BCS icon

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
Q3 		$5.48M Sell
225,795
-2,379
-1% -$64K 0.08% 201
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Gradient Investments's BCS Position: Q3 2026 in Review

Gradient Investments reduced its Barclays (BCS) stake by 1% in Q3 2026, selling an estimated $64K and leaving 225,795 shares worth $5.48M. The position accounts for 0.08% of the portfolio, ranked #201.

Gradient Investments first reported a position in BCS in Q4 2018 and has held it in 10 quarters since. The position peaked at $6.13M in Q2 2026. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Gradient Investments held 225,795 shares of Barclays worth $5.48M as of Q3 2026.
  • Gradient Investments sold 2,379 Barclays shares in Q3 2026, an estimated $64K.
  • Barclays made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #201 holding.
  • Gradient Investments first reported a position in Barclays in Q4 2018 and has held it in 10 quarters since.
  • Gradient Investments's Barclays position peaked at $6.13M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.