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Transamerica Financial Advisors’s Barclays BCS Stock Holding History

Transamerica 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 		$106K Sell
3,947
-3,942
-50% -$95.1K 0.01% 564
2026
Q1 		$167K Buy
7,889
+5,517
+233% +$135K 0.01% 422
2025
Q4 		$60.4K Buy
2,372
+1,501
+172% +$33.3K 0.01% 516
2025
Q3 		$18K Buy
+871
New +$17.2K ﹤0.01% 626

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

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

Transamerica Financial Advisors reduced its Barclays (BCS) stake by 50% in Q2 2026, selling an estimated $95.1K and leaving 3,947 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #564.

Transamerica Financial Advisors first reported a position in BCS in Q3 2025 and has held it in 4 quarters since. The position peaked at $167K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Transamerica Financial Advisors held 3,947 shares of Barclays worth $106K as of Q2 2026.
  • Transamerica Financial Advisors sold 3,942 Barclays shares in Q2 2026, an estimated $95.1K.
  • Barclays made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #564 holding.
  • Transamerica Financial Advisors first reported a position in Barclays in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Barclays position peaked at $167K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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