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Hohimer Wealth Management’s Barclays BCS Stock Holding History

Hohimer Wealth Management’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
2025
Q3 		– Sell
-424,891
Closed -$7.9M – 351
2025
Q2 		$7.9M Sell
424,891
-3,289
-0.8% -$54.4K 1.4% 11
2025
Q1 		$6.58M Buy
428,180
+22
+0% +$329 1.28% 13
2024
Q4 		$5.69M Buy
428,158
+1,490
+0.3% +$19.3K 1.07% 22
2024
Q3 		$5.18M Sell
426,668
-1,242
-0.3% -$14.5K 1.12% 18
2024
Q2 		$4.58M Buy
+427,910
New +$4.45M 1.06% 18

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hohimer Wealth Management's BCS Position: Q3 2025 in Review

Hohimer Wealth Management sold out of Barclays (BCS) in Q3 2025, closing a stake of 424,891 shares — an estimated $7.9M sold.

Hohimer Wealth Management first reported a position in BCS in Q2 2024 and held it in 5 quarters. The position peaked at $7.9M in Q2 2025. 444 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

  • Hohimer Wealth Management reported no remaining Barclays position as of Q3 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 424,891 Barclays shares in Q3 2025, an estimated $7.9M.
  • Hohimer Wealth Management first reported a position in Barclays in Q2 2024 and held it in 5 quarters.
  • Hohimer Wealth Management's Barclays position peaked at $7.9M in Q2 2025.
  • 444 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on Hohimer Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.