Richardson Financial Services’s Barclays BCS Stock Holding History

Richardson 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	$94.6K	Buy	3,523 +1,402	+66%	+$33.8K	0.05%	240
2026 Q1	$44.9K	Buy	2,121 +1,294	+156%	+$31.6K	0.03%	311
2025 Q4	$21.1K	Buy	+827	New	+$18.3K	0.01%	400

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

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

Richardson Financial Services increased its Barclays (BCS) stake by 66% in Q2 2026, buying an estimated $33.8K and bringing the position to 3,523 shares worth $94.6K. The position accounts for 0.05% of the portfolio, ranked #240.

Richardson Financial Services first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Richardson Financial Services held 3,523 shares of Barclays worth $94.6K as of Q2 2026.
Richardson Financial Services bought 1,402 Barclays shares in Q2 2026, an estimated $33.8K.
Barclays made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #240 holding.
Richardson Financial Services first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.