Prospera Financial Services’s Barclays BCS Stock Holding History

Prospera 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	–	Sell	-34,890	Closed	-$738K	–	1474
2026 Q1	$738K	Sell	34,890 -118,920	-77%	-$2.9M	0.01%	844
2025 Q4	$3.91M	Buy	153,810 +81,623	+113%	+$1.81M	0.06%	301
2025 Q3	$1.49M	Buy	72,187 +50,661	+235%	+$1M	0.03%	557
2025 Q2	$400K	Buy	21,526 +699	+3%	+$11.6K	0.01%	990
2025 Q1	$320K	Buy	20,827 +2,040	+11%	+$30.5K	0.01%	961
2024 Q4	$250K	Buy	18,787 +847	+5%	+$11K	0.01%	1000
2024 Q3	$218K	Buy	17,940 +500	+3%	+$5.85K	0.01%	1050
2024 Q2	$187K	Buy	+17,440	New	+$181K	0.01%	1078
2022 Q2	–	Sell	-2,661	Closed	-$21K	–	1700
2022 Q1	$21K	Buy	+2,661	New	+$27.1K	﹤0.01%	1707
2020 Q4	–	Sell	-89	Closed	–	–	756
2020 Q3	$0	Buy	+89	New	+$492	﹤0.01%	1613

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

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

Prospera Financial Services sold out of Barclays (BCS) in Q2 2026, closing a stake of 34,890 shares — an estimated $738K sold.

Prospera Financial Services first reported a position in BCS in Q3 2020 and held it in 10 quarters. The position peaked at $3.91M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Prospera Financial Services reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 34,890 Barclays shares in Q2 2026, an estimated $738K.
Prospera Financial Services first reported a position in Barclays in Q3 2020 and held it in 10 quarters.
Prospera Financial Services's Barclays position peaked at $3.91M in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.