Trust Point Inc’s Barclays BCS Stock Holding History

Trust Point Inc’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	-13,624	Closed	-$288K	–	496
2026 Q1	$288K	Buy	13,624 +2,331	+21%	+$56.8K	0.03%	400
2025 Q4	$287K	Buy	+11,293	New	+$250K	0.02%	383
2024 Q3	–	Sell	-10,532	Closed	-$113K	–	518
2024 Q2	$113K	Sell	10,532 -2,300	-18%	-$23.9K	0.01%	488
2024 Q1	$121K	Buy	+12,832	New	+$105K	0.01%	518

Other funds holding BCS

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Trust Point Inc's BCS Position: Q2 2026 in Review

Trust Point Inc sold out of Barclays (BCS) in Q2 2026, closing a stake of 13,624 shares — an estimated $288K sold.

Trust Point Inc first reported a position in BCS in Q1 2024 and held it in 4 quarters. The position peaked at $288K in Q1 2026. 93 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Trust Point Inc reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Trust Point Inc sold 13,624 Barclays shares in Q2 2026, an estimated $288K.
Trust Point Inc first reported a position in Barclays in Q1 2024 and held it in 4 quarters.
Trust Point Inc's Barclays position peaked at $288K in Q1 2026.
93 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.