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Intelligence Driven Advisers’s Barclays BCS Stock Holding History

Intelligence Driven Advisers’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 		– Sell
-8,036
Closed -$216K – 138
2026
Q2 		$216K Buy
+8,036
New +$194K 0.04% 131
2026
Q1 		– Sell
-8,805
Closed -$224K – 132
2025
Q4 		$224K Buy
+8,805
New +$195K 0.03% 123

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Intelligence Driven Advisers's BCS Position: Q3 2026 in Review

Intelligence Driven Advisers sold out of Barclays (BCS) in Q3 2026, closing a stake of 8,036 shares — an estimated $216K sold.

Intelligence Driven Advisers first reported a position in BCS in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Intelligence Driven Advisers reported no remaining Barclays position as of Q3 2026 after selling out during the quarter.
  • Intelligence Driven Advisers sold 8,036 Barclays shares in Q3 2026, an estimated $216K.
  • Intelligence Driven Advisers first reported a position in Barclays in Q4 2025 and held it in 2 quarters.
  • Intelligence Driven Advisers's Barclays position peaked at $224K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.