True Link Financial Advisors’s Barclays BCS Stock Holding History

True Link 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	–	Sell	-270	Closed	-$5.71K	–	127
2026 Q1	$5.71K	Buy	+270	New	+$6.58K	﹤0.01%	352

Other funds holding BCS

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

True Link Financial Advisors's BCS Position: Q2 2026 in Review

True Link Financial Advisors sold out of Barclays (BCS) in Q2 2026, closing a stake of 270 shares — an estimated $5.71K sold.

True Link Financial Advisors first reported a position in BCS in Q1 2026 and held it in 1 quarter. The position peaked at $5.71K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

True Link Financial Advisors reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 270 Barclays shares in Q2 2026, an estimated $5.71K.
True Link Financial Advisors first reported a position in Barclays in Q1 2026 and held it in 1 quarter.
True Link Financial Advisors's Barclays position peaked at $5.71K in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.