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Stephens Consulting’s Barclays BCS Stock Holding History

Stephens Consulting’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
2025
Q4 		$4.02K Buy
+158
New +$3.5K ﹤0.01% 304
2025
Q3 		– Sell
-47
Closed -$874 – 476
2025
Q2 		$874 Buy
+47
New +$777 ﹤0.01% 727

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Consulting's BCS Position: Q4 2025 in Review

Stephens Consulting opened a new position in Barclays (BCS) in Q4 2025: 158 shares worth $4.02K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in BCS as recently as Q2 2025.

Stephens Consulting first reported a position in BCS in Q2 2025 and has held it in 2 quarters since. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Stephens Consulting held 158 shares of Barclays worth $4.02K as of Q4 2025.
  • Barclays was a new Stephens Consulting position in Q4 2025.
  • Barclays made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #304 holding.
  • Stephens Consulting first reported a position in Barclays in Q2 2025 and has held it in 2 quarters since.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.