Key Financial Inc’s Barclays BCS Stock Holding History

Key Financial Inc’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	-311	Closed	-$6.58K	–	1361
2026 Q1	$6.58K	Buy	+311	New	+$7.58K	﹤0.01%	975
2025 Q4	–	Sell	-204	Closed	-$4.2K	–	1449
2025 Q3	$4.2K	Hold	204	–	–	﹤0.01%	1074
2025 Q2	$3.79K	Hold	204	–	–	﹤0.01%	1090
2025 Q1	$3.13K	Hold	204	–	–	﹤0.01%	1089
2024 Q4	$2.71K	Buy	+204	New	+$2.64K	﹤0.01%	1110

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

Key Financial Inc's BCS Position: Q2 2026 in Review

Key Financial Inc sold out of Barclays (BCS) in Q2 2026, closing a stake of 311 shares — an estimated $6.58K sold.

Key Financial Inc first reported a position in BCS in Q4 2024 and held it in 5 quarters. The position peaked at $6.58K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Key Financial Inc reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 311 Barclays shares in Q2 2026, an estimated $6.58K.
Key Financial Inc first reported a position in Barclays in Q4 2024 and held it in 5 quarters.
Key Financial Inc's Barclays position peaked at $6.58K in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.