RAFFA WEALTH MANAGEMENT, LLC’s Barclays BCS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$14.4K	Buy	537 +53	+11%	+$1.28K	﹤0.01%	353
2026 Q1	$10.2K	Sell	484 -1	-0.2%	-$24	﹤0.01%	387
2025 Q4	$12.3K	Buy	485 +320	+194%	+$7.09K	﹤0.01%	338
2025 Q3	$3.41K	Buy	165 +42	+34%	+$831	﹤0.01%	572
2025 Q2	$2.29K	Hold	123	–	–	﹤0.01%	655
2025 Q1	$1.89K	Hold	123	–	–	﹤0.01%	648
2024 Q4	$1.64K	Hold	123	–	–	﹤0.01%	726
2024 Q3	$1.49K	Hold	123	–	–	﹤0.01%	716
2024 Q2	$1.32K	Hold	123	–	–	﹤0.01%	822
2024 Q1	$1.16K	Hold	123	–	–	﹤0.01%	856
2023 Q4	$969	Hold	123	–	–	﹤0.01%	833
2023 Q3	$958	Hold	123	–	–	﹤0.01%	798
2023 Q2	$967	Hold	123	–	–	﹤0.01%	801
2023 Q1	$884	Hold	123	–	–	﹤0.01%	827
2022 Q4	$959	Hold	123	–	–	﹤0.01%	790
2022 Q3	$787	Hold	123	–	–	﹤0.01%	879
2022 Q2	$935	Hold	123	–	–	﹤0.01%	836
2022 Q1	$972	Hold	123	–	–	﹤0.01%	871
2021 Q4	$1.27K	Hold	123	–	–	﹤0.01%	794
2021 Q3	$1.27K	Hold	123	–	–	﹤0.01%	746
2021 Q2	$1.19K	Hold	123	–	–	﹤0.01%	765
2021 Q1	$1.26K	Buy	+123	New	+$1.08K	﹤0.01%	764
2017 Q1	–	Sell	-206	Closed	-$2.13K	–	425
2016 Q4	$2.13K	Hold	206	–	–	﹤0.01%	276
2016 Q3	$1.69K	Sell	206 -1	-0.5%	-$8	﹤0.01%	304
2016 Q2	$1.47K	Buy	207 +30	+17%	+$270	﹤0.01%	307
2016 Q1	$1.43K	Hold	177	–	–	﹤0.01%	313
2015 Q4	$2.15K	Sell	177 -1	-0.6%	-$13	﹤0.01%	265
2015 Q3	$2.45K	Hold	178	–	–	﹤0.01%	261
2015 Q2	$2.73K	Sell	178 -1	-0.6%	-$15	﹤0.01%	247
2015 Q1	$2.42K	Buy	179 +21	+13%	+$294	﹤0.01%	246
2014 Q4	$2.21K	Hold	158	–	–	﹤0.01%	246
2014 Q3	$2.18K	Buy	+158	New	+$2.18K	﹤0.01%	247
2014 Q1	–	Sell	-159	Closed	-$2.21K	–	317
2013 Q4	$2.21K	Buy	+159	New	+$2.52K	﹤0.01%	246

Other funds holding BCS

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

GCM

GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return

GWMR

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

RAFFA WEALTH MANAGEMENT, LLC's BCS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Barclays (BCS) stake by 11% in Q2 2026, buying an estimated $1.28K and bringing the position to 537 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BCS in Q4 2013 and has held it in 33 quarters since. 152 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 537 shares of Barclays worth $14.4K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 53 Barclays shares in Q2 2026, an estimated $1.28K.
Barclays made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #353 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Barclays in Q4 2013 and has held it in 33 quarters since.
152 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.