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Independent Advisor Alliance’s Barclays BCS Stock Holding History

Independent Advisor Alliance’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 		$288K Sell
10,731
-6,079
-36% -$147K 0.01% 844
2026
Q1 		$356K Sell
16,810
-17,671
-51% -$431K ﹤0.01% 1257
2025
Q4 		$878K Buy
34,481
+4,401
+15% +$97.5K 0.02% 505
2025
Q3 		$622K Buy
30,080
+3,922
+15% +$77.6K 0.02% 561
2025
Q2 		$486K Buy
26,158
+3,460
+15% +$57.2K 0.01% 597
2025
Q1 		$349K Buy
+22,698
New +$340K 0.01% 615

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Advisor Alliance's BCS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Barclays (BCS) stake by 36% in Q2 2026, selling an estimated $147K and leaving 10,731 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #844.

Independent Advisor Alliance first reported a position in BCS in Q1 2025 and has held it in 6 quarters since. The position peaked at $878K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Independent Advisor Alliance held 10,731 shares of Barclays worth $288K as of Q2 2026.
  • Independent Advisor Alliance sold 6,079 Barclays shares in Q2 2026, an estimated $147K.
  • Barclays made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #844 holding.
  • Independent Advisor Alliance first reported a position in Barclays in Q1 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Barclays position peaked at $878K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.