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Riversedge Advisors’s Barclays BCS Stock Holding History

Riversedge Advisors’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 		$386K Buy
15,899
+3,923
+33% +$106K 0.05% 192
2026
Q2 		$322K Buy
+11,976
New +$289K 0.04% 192

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
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Riversedge Advisors's BCS Position: Q3 2026 in Review

Riversedge Advisors increased its Barclays (BCS) stake by 33% in Q3 2026, buying an estimated $106K and bringing the position to 15,899 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #192.

Riversedge Advisors first reported a position in BCS in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Riversedge Advisors held 15,899 shares of Barclays worth $386K as of Q3 2026.
  • Riversedge Advisors bought 3,923 Barclays shares in Q3 2026, an estimated $106K.
  • Barclays made up 0.05% of Riversedge Advisors's portfolio in Q3 2026, its #192 holding.
  • Riversedge Advisors first reported a position in Barclays in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.