Hohimer Wealth Management
BCS icon

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
2026
Q3 		$4.58M Buy
+427,910
New +$11.5M 1.06% 18
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

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Hohimer Wealth Management's BCS Position: Q3 2026 in Review

Hohimer Wealth Management opened a new position in Barclays (BCS) in Q3 2026: 427,910 shares worth $4.58M. The stake represents 1.06% of the portfolio and ranks #18 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in BCS as recently as Q2 2025.

Hohimer Wealth Management first reported a position in BCS in Q2 2024 and has held it in 6 quarters since. The position peaked at $7.9M in Q2 2025. 194 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Hohimer Wealth Management held 427,910 shares of Barclays worth $4.58M as of Q3 2026.
  • Barclays was a new Hohimer Wealth Management position in Q3 2026.
  • Barclays made up 1.06% of Hohimer Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Hohimer Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 6 quarters since.
  • Hohimer Wealth Management's Barclays position peaked at $7.9M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Hohimer Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.