Root Financial Partners’s Barclays BCS Stock Holding History

Root Financial 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 Q2	–	Sell	-4,109	Closed	-$87K	–	711
2026 Q1	$87K	Sell	4,109 -206	-5%	-$5.02K	﹤0.01%	623
2025 Q4	$110K	Buy	4,315 +517	+14%	+$11.5K	0.01%	437
2025 Q3	$78.5K	Buy	+3,798	New	+$75.2K	﹤0.01%	520

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

Root Financial Partners's BCS Position: Q2 2026 in Review

Root Financial Partners sold out of Barclays (BCS) in Q2 2026, closing a stake of 4,109 shares — an estimated $87K sold.

Root Financial Partners first reported a position in BCS in Q3 2025 and held it in 3 quarters. The position peaked at $110K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Root Financial Partners reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4,109 Barclays shares in Q2 2026, an estimated $87K.
Root Financial Partners first reported a position in Barclays in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Barclays position peaked at $110K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.