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Sequoia Financial Advisors’s Barclays BCS Stock Holding History

Sequoia Financial 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
Q2 		$1.35M Buy
50,299
+1,099
+2% +$26.5K 0.01% 804
2026
Q1 		$1.04M Buy
49,200
+2,883
+6% +$70.3K 0.01% 876
2025
Q4 		$1.18M Sell
46,317
-459
-1% -$10.2K 0.01% 809
2025
Q3 		$967K Buy
46,776
+7,565
+19% +$150K 0.01% 794
2025
Q2 		$729K Buy
39,211
+6,230
+19% +$103K 0.01% 829
2025
Q1 		$507K Buy
32,981
+1,571
+5% +$23.5K ﹤0.01% 852
2024
Q4 		$417K Buy
31,410
+1,230
+4% +$15.9K ﹤0.01% 877
2024
Q3 		$367K Buy
30,180
+2,349
+8% +$27.5K ﹤0.01% 882
2024
Q2 		$298K Buy
27,831
+4,641
+20% +$48.3K ﹤0.01% 894
2024
Q1 		$219K Buy
23,190
+3,022
+15% +$24.7K ﹤0.01% 1009
2023
Q4 		$159K Sell
20,168
-1,375
-6% -$9.9K ﹤0.01% 1129
2023
Q3 		$168K Sell
21,543
-1,155
-5% -$8.96K ﹤0.01% 880
2023
Q2 		$178K Buy
22,698
+1,269
+6% +$9.82K ﹤0.01% 875
2023
Q1 		$154K Buy
21,429
+1,728
+9% +$14.3K ﹤0.01% 784
2022
Q4 		$154K Buy
19,701
+2,034
+12% +$14.8K ﹤0.01% 749
2022
Q3 		$113K Sell
17,667
-7,551
-30% -$58.2K ﹤0.01% 509
2022
Q2 		$192K Buy
25,218
+8,097
+47% +$63.6K 0.01% 549
2022
Q1 		$135K Buy
17,121
+223
+1% +$2.27K ﹤0.01% 632
2021
Q4 		$175K Buy
+16,898
New +$177K ﹤0.01% 559

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

Sequoia Financial Advisors's BCS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Barclays (BCS) stake by 2.2% in Q2 2026, buying an estimated $26.5K and bringing the position to 50,299 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #804.

Sequoia Financial Advisors first reported a position in BCS in Q4 2021 and has held it in 19 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Sequoia Financial Advisors held 50,299 shares of Barclays worth $1.35M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,099 Barclays shares in Q2 2026, an estimated $26.5K.
  • Barclays made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #804 holding.
  • Sequoia Financial Advisors first reported a position in Barclays in Q4 2021 and has held it in 19 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.