Sagespring Wealth Partners’s Barclays BCS Stock Holding History

Sagespring Wealth 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	$673K	Buy	25,065 +334	+1%	+$8.05K	0.01%	450
2026 Q1	$523K	Sell	24,731 -853	-3%	-$20.8K	0.01%	485
2025 Q4	$651K	Buy	25,584 +2,141	+9%	+$47.4K	0.01%	412
2025 Q3	$485K	Sell	23,443 -3,081	-12%	-$61K	0.01%	463
2025 Q2	$493K	Buy	26,524 +1,083	+4%	+$17.9K	0.01%	445
2025 Q1	$391K	Buy	25,441 +8,233	+48%	+$123K	0.01%	450
2024 Q4	$229K	Buy	+17,208	New	+$223K	0.01%	556

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sagespring Wealth Partners's BCS Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Barclays (BCS) stake by 1.4% in Q2 2026, buying an estimated $8.05K and bringing the position to 25,065 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #450.

Sagespring Wealth Partners first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Sagespring Wealth Partners held 25,065 shares of Barclays worth $673K as of Q2 2026.
Sagespring Wealth Partners bought 334 Barclays shares in Q2 2026, an estimated $8.05K.
Barclays made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #450 holding.
Sagespring Wealth Partners first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.