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Modera Wealth Management’s Barclays BCS Stock Holding History

Modera Wealth Management’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 		$392K Buy
14,577
+3,108
+27% +$75K ﹤0.01% 495
2026
Q1 		$243K Sell
11,469
-139
-1% -$3.39K ﹤0.01% 576
2025
Q4 		$295K Buy
11,608
+124
+1% +$2.75K ﹤0.01% 547
2025
Q3 		$237K Buy
11,484
+342
+3% +$6.77K ﹤0.01% 591
2025
Q2 		$207K Sell
11,142
-792
-7% -$13.1K ﹤0.01% 620
2025
Q1 		$183K Buy
11,934
+945
+9% +$14.1K ﹤0.01% 594
2024
Q4 		$146K Sell
10,989
-1,851
-14% -$24K ﹤0.01% 607
2024
Q3 		$156K Buy
+12,840
New +$150K ﹤0.01% 594

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Modera Wealth Management's BCS Position: Q2 2026 in Review

Modera Wealth Management increased its Barclays (BCS) stake by 27% in Q2 2026, buying an estimated $75K and bringing the position to 14,577 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Modera Wealth Management first reported a position in BCS in Q3 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Modera Wealth Management held 14,577 shares of Barclays worth $392K as of Q2 2026.
  • Modera Wealth Management bought 3,108 Barclays shares in Q2 2026, an estimated $75K.
  • Barclays made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #495 holding.
  • Modera Wealth Management first reported a position in Barclays in Q3 2024 and has held it in 8 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.