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Waverly Advisors’s Barclays BCS Stock Holding History

Waverly 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 		$464K Sell
17,271
-2,960
-15% -$71.4K ﹤0.01% 1213
2026
Q1 		$428K Buy
20,231
+9,365
+86% +$228K ﹤0.01% 1152
2025
Q4 		$277K Sell
10,866
-838
-7% -$18.6K ﹤0.01% 1249
2025
Q3 		$242K Buy
11,704
+168
+1% +$3.33K ﹤0.01% 1130
2025
Q2 		$214K Buy
11,536
+205
+2% +$3.39K ﹤0.01% 1092
2025
Q1 		$174K Buy
+11,331
New +$170K ﹤0.01% 1066
2014
Q4 		– Sell
-248
Closed -$3K – 444
2014
Q3 		$3K Sell
248
-2
-0.8% -$28 ﹤0.01% 688
2014
Q2 		$3K Hold
250
– – ﹤0.01% 659
2014
Q1 		$4K Buy
250
+45
+22% +$720 ﹤0.01% 578
2013
Q4 		$3K Buy
+205
New +$3.25K ﹤0.01% 732

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

Waverly Advisors's BCS Position: Q2 2026 in Review

Waverly Advisors reduced its Barclays (BCS) stake by 15% in Q2 2026, selling an estimated $71.4K and leaving 17,271 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Waverly Advisors first reported a position in BCS in Q4 2013 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Waverly Advisors held 17,271 shares of Barclays worth $464K as of Q2 2026.
  • Waverly Advisors sold 2,960 Barclays shares in Q2 2026, an estimated $71.4K.
  • Barclays made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1213 holding.
  • Waverly Advisors first reported a position in Barclays in Q4 2013 and has held it in 10 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.