Naviter Wealth’s Barclays BCS Stock Holding History

Naviter Wealth’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	$2.45M	Buy	91,396 +21,515	+31%	+$519K	0.22%	106
2026 Q1	$1.48M	Buy	69,881 +2,546	+4%	+$62.1K	0.18%	123
2025 Q4	$1.71M	Sell	67,335 -14,171	-17%	-$314K	0.22%	108
2025 Q3	$1.68M	Buy	81,506 +3,216	+4%	+$63.7K	0.2%	127
2025 Q2	$1.46M	Buy	78,290 +5,288	+7%	+$87.5K	0.18%	137
2025 Q1	$1.14M	Buy	73,002 +1,466	+2%	+$21.9K	0.14%	162
2024 Q4	$951K	Buy	+71,536	New	+$927K	0.11%	176

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

Naviter Wealth's BCS Position: Q2 2026 in Review

Naviter Wealth increased its Barclays (BCS) stake by 31% in Q2 2026, buying an estimated $519K and bringing the position to 91,396 shares worth $2.45M. The position accounts for 0.22% of the portfolio, ranked #106.

Naviter Wealth first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Naviter Wealth held 91,396 shares of Barclays worth $2.45M as of Q2 2026.
Naviter Wealth bought 21,515 Barclays shares in Q2 2026, an estimated $519K.
Barclays made up 0.22% of Naviter Wealth's portfolio in Q2 2026, its #106 holding.
Naviter Wealth first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.