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Rothschild Investment LLC’s Barclays BCS Stock Holding History

Rothschild Investment LLC’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 		$178K Buy
6,626
+2,390
+56% +$57.6K 0.01% 894
2026
Q1 		$89.6K Sell
4,236
-14
-0.3% -$341 ﹤0.01% 922
2025
Q4 		$108K Buy
4,250
+18
+0.4% +$399 0.01% 785
2025
Q3 		$87.5K Buy
4,232
+2,399
+131% +$47.5K ﹤0.01% 832
2025
Q2 		$34.1K Buy
1,833
+73
+4% +$1.21K ﹤0.01% 883
2025
Q1 		$27K Sell
1,760
-954
-35% -$14.3K ﹤0.01% 922
2024
Q4 		$36.1K Sell
2,714
-303
-10% -$3.93K ﹤0.01% 859
2024
Q3 		$36.7K Buy
3,017
+192
+7% +$2.25K ﹤0.01% 855
2024
Q2 		$30.3K Buy
2,825
+1,440
+104% +$15K ﹤0.01% 879
2024
Q1 		$13.1K Buy
1,385
+284
+26% +$2.33K ﹤0.01% 1010
2023
Q4 		$8.68K Buy
+1,101
New +$7.93K ﹤0.01% 1015

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rothschild Investment LLC's BCS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Barclays (BCS) stake by 56% in Q2 2026, buying an estimated $57.6K and bringing the position to 6,626 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #894.

Rothschild Investment LLC first reported a position in BCS in Q4 2023 and has held it in 11 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Rothschild Investment LLC held 6,626 shares of Barclays worth $178K as of Q2 2026.
  • Rothschild Investment LLC bought 2,390 Barclays shares in Q2 2026, an estimated $57.6K.
  • Barclays made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #894 holding.
  • Rothschild Investment LLC first reported a position in Barclays in Q4 2023 and has held it in 11 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.