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Innovative Asset Advisors Group’s Barclays BCS Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-111
Closed -$2.35K – 350
2026
Q1 		$2.35K Buy
+111
New +$2.71K ﹤0.01% 879

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Asset Advisors Group's BCS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Barclays (BCS) in Q2 2026, closing a stake of 111 shares — an estimated $2.35K sold.

Innovative Asset Advisors Group first reported a position in BCS in Q1 2026 and held it in 1 quarter. The position peaked at $2.35K in Q1 2026. 535 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 111 Barclays shares in Q2 2026, an estimated $2.35K.
  • Innovative Asset Advisors Group first reported a position in Barclays in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Barclays position peaked at $2.35K in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.