JNBA Financial Advisors’s Barclays BCS Stock Holding History

JNBA Financial 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 Q2	$3.9K	Hold	145	–	–	﹤0.01%	658
2026 Q1	$3.07K	Hold	145	–	–	﹤0.01%	682
2025 Q4	$3.69K	Buy	+145	New	+$3.21K	﹤0.01%	612
2016 Q4	–	Sell	-4,618	Closed	-$38K	–	573
2016 Q3	$38K	Buy	+4,618	New	+$36.5K	0.01%	603

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

JNBA Financial Advisors's BCS Position: Q2 2026 in Review

JNBA Financial Advisors held its Barclays (BCS) position steady in Q2 2026 at 145 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

JNBA Financial Advisors first reported a position in BCS in Q3 2016 and has held it in 4 quarters since. The position peaked at $38K in Q3 2016. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

JNBA Financial Advisors held 145 shares of Barclays worth $3.9K as of Q2 2026.
JNBA Financial Advisors left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #658 holding.
JNBA Financial Advisors first reported a position in Barclays in Q3 2016 and has held it in 4 quarters since.
JNBA Financial Advisors's Barclays position peaked at $38K in Q3 2016.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.