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Valeo Financial Advisors’s Barclays BCS Stock Holding History

Valeo 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 		$407K Buy
15,151
+3,049
+25% +$73.5K 0.01% 518
2026
Q1 		$256K Sell
12,102
-15,097
-56% -$368K 0.01% 611
2025
Q4 		$692K Buy
27,199
+3,009
+12% +$66.7K 0.02% 385
2025
Q3 		$500K Buy
24,190
+1,545
+7% +$30.6K 0.01% 462
2025
Q2 		$421K Buy
22,645
+1,415
+7% +$23.4K 0.01% 497
2025
Q1 		$326K Buy
21,230
+2,724
+15% +$40.8K 0.01% 511
2024
Q4 		$246K Buy
18,506
+515
+3% +$6.67K 0.01% 602
2024
Q3 		$219K Buy
17,991
+560
+3% +$6.56K 0.01% 629
2024
Q2 		$187K Buy
17,431
+144
+0.8% +$1.5K 0.01% 613
2024
Q1 		$166K Buy
17,287
+6,417
+59% +$52.5K 0.01% 614
2023
Q4 		$85.7K Sell
10,870
-2,471
-19% -$17.8K ﹤0.01% 614
2023
Q3 		$104K Buy
13,341
+459
+4% +$3.56K ﹤0.01% 589
2023
Q2 		$101K Buy
12,882
+1,037
+9% +$8.03K ﹤0.01% 567
2023
Q1 		$85.2K Buy
+11,845
New +$97.9K ﹤0.01% 580
2021
Q1 		– Sell
-1,072
Closed -$9.4K – 2022
2020
Q4 		$9K Hold
1,072
– – ﹤0.01% 1215
2020
Q3 		$5K Hold
1,072
– – ﹤0.01% 1234
2020
Q2 		$6K Buy
1,072
+58
+6% +$302 ﹤0.01% 1431
2020
Q1 		$5K Buy
1,014
+231
+30% +$1.78K ﹤0.01% 1284
2019
Q4 		$7K Hold
783
– – ﹤0.01% 1187
2019
Q3 		$6K Sell
783
-17
-2% -$123 ﹤0.01% 1141
2019
Q2 		$6K Hold
800
– – ﹤0.01% 1141
2019
Q1 		$6K Buy
800
+799
+79,900% +$6.42K ﹤0.01% 1083
2018
Q4 		$0 Sell
1
-755
-100% -$6.08K ﹤0.01% 1495
2018
Q3 		$6K Sell
756
-204
-21% -$1.89K ﹤0.01% 1113
2018
Q2 		$9K Sell
960
-136
-12% -$1.47K ﹤0.01% 958
2018
Q1 		$12K Buy
1,096
+212
+24% +$2.31K ﹤0.01% 872
2017
Q4 		$9K Hold
884
– – ﹤0.01% 851
2017
Q3 		$9K Buy
+884
New +$8.76K ﹤0.01% 715

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

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

Valeo Financial Advisors increased its Barclays (BCS) stake by 25% in Q2 2026, buying an estimated $73.5K and bringing the position to 15,151 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #518.

Valeo Financial Advisors first reported a position in BCS in Q3 2017 and has held it in 28 quarters since. The position peaked at $692K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Valeo Financial Advisors held 15,151 shares of Barclays worth $407K as of Q2 2026.
  • Valeo Financial Advisors bought 3,049 Barclays shares in Q2 2026, an estimated $73.5K.
  • Barclays made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #518 holding.
  • Valeo Financial Advisors first reported a position in Barclays in Q3 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Barclays position peaked at $692K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.