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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
Q3 		$400K Buy
16,475
+1,324
+9% +$35.6K 0.01% 528
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Valeo Financial Advisors's BCS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Barclays (BCS) stake by 8.7% in Q3 2026, buying an estimated $35.6K and bringing the position to 16,475 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #528.

Valeo Financial Advisors first reported a position in BCS in Q3 2017 and has held it in 29 quarters since. The position peaked at $692K in Q4 2025. 25 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Valeo Financial Advisors held 16,475 shares of Barclays worth $400K as of Q3 2026.
  • Valeo Financial Advisors bought 1,324 Barclays shares in Q3 2026, an estimated $35.6K.
  • Barclays made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #528 holding.
  • Valeo Financial Advisors first reported a position in Barclays in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Barclays position peaked at $692K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.