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OneAscent Financial Services’s Barclays BCS Stock Holding History

OneAscent Financial Services’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 		$216K Buy
+8,059
New +$194K 0.01% 566
2024
Q3 		– Sell
-10,869
Closed -$116K – 187
2024
Q2 		$116K Sell
10,869
-3,042
-22% -$31.6K 0.02% 247
2024
Q1 		$135K Buy
13,911
+629
+5% +$5.15K 0.01% 376
2023
Q4 		$105K Buy
+13,282
New +$95.7K 0.01% 362

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

OneAscent Financial Services's BCS Position: Q2 2026 in Review

OneAscent Financial Services opened a new position in Barclays (BCS) in Q2 2026: 8,059 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in BCS as recently as Q2 2024.

OneAscent Financial Services first reported a position in BCS in Q4 2023 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • OneAscent Financial Services held 8,059 shares of Barclays worth $216K as of Q2 2026.
  • Barclays was a new OneAscent Financial Services position in Q2 2026.
  • Barclays made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #566 holding.
  • OneAscent Financial Services first reported a position in Barclays in Q4 2023 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.