IMA Advisory Services’s Barclays BCS Stock Holding History

IMA Advisory Services’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	$17.5K	Buy	653 +520	+391%	+$12.5K	﹤0.01%	650
2026 Q1	$2.81K	Sell	133 -109	-45%	-$2.66K	﹤0.01%	555
2025 Q4	$6.16K	Buy	+242	New	+$5.36K	﹤0.01%	388

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

IMA Advisory Services's BCS Position: Q2 2026 in Review

IMA Advisory Services increased its Barclays (BCS) stake by 391% in Q2 2026, buying an estimated $12.5K and bringing the position to 653 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

IMA Advisory Services first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

IMA Advisory Services held 653 shares of Barclays worth $17.5K as of Q2 2026.
IMA Advisory Services bought 520 Barclays shares in Q2 2026, an estimated $12.5K.
Barclays made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #650 holding.
IMA Advisory Services first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.