J.W. Cole Advisors’s Barclays BCS Stock Holding History

J.W. Cole Advisors’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 Q1	–	Sell	-39,743	Closed	-$90.2K	–	809
2025 Q4	$90.2K	Buy	39,743 +5,200	+15%	+$115K	﹤0.01%	1387
2025 Q3	$714K	Buy	+34,543	New	+$684K	0.01%	854

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

J.W. Cole Advisors's BCS Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Barclays (BCS) in Q1 2026, closing a stake of 39,743 shares — an estimated $90.2K sold.

J.W. Cole Advisors first reported a position in BCS in Q3 2025 and held it in 2 quarters. The position peaked at $714K in Q3 2025. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

J.W. Cole Advisors reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 39,743 Barclays shares in Q1 2026, an estimated $90.2K.
J.W. Cole Advisors first reported a position in Barclays in Q3 2025 and held it in 2 quarters.
J.W. Cole Advisors's Barclays position peaked at $714K in Q3 2025.
508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.