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Paladin Partners’s Barclays BCS Stock Holding History

Paladin Partners’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
Q3 		$476K Buy
19,607
+164
+0.8% +$4.41K 0.29% 35
2026
Q2 		$522K Buy
19,443
+173
+0.9% +$4.17K 0.35% 32
2026
Q1 		$408K Hold
19,270
– – 0.29% 34
2025
Q4 		$490K Buy
+19,270
New +$427K 0.37% 30

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Paladin Partners's BCS Position: Q3 2026 in Review

Paladin Partners increased its Barclays (BCS) stake by 0.84% in Q3 2026, buying an estimated $4.41K and bringing the position to 19,607 shares worth $476K. The position accounts for 0.29% of the portfolio, ranked #35.

Paladin Partners first reported a position in BCS in Q4 2025 and has held it in 4 quarters since. The position peaked at $522K in Q2 2026. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Paladin Partners held 19,607 shares of Barclays worth $476K as of Q3 2026.
  • Paladin Partners bought 164 Barclays shares in Q3 2026, an estimated $4.41K.
  • Barclays made up 0.29% of Paladin Partners's portfolio in Q3 2026, its #35 holding.
  • Paladin Partners first reported a position in Barclays in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's Barclays position peaked at $522K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.