Bradley & Co. Private Wealth Management, LLC BCS — BARCLAYS PLC

Ownership history in Bradley & Co. Private Wealth Management, LLC  ·  20 quarters on record

AI Ownership Summary

Bradley & Co. Private Wealth Management, LLC reported BARCLAYS PLC (BCS) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows BCS at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bradley & Co. Private Wealth Management, LLC's position in BARCLAYS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCS was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCS stock page Bradley & Co. Private Wealth Management, LLC fund profile Bradley & Co. Private Wealth Management, LLC full holdings
How Bradley & Co. Private Wealth Management, LLC held BCS — position size vs. price
% of Fund (quarterly)    BCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 19,264 — 0% 0.21% $408K 2026-05-13 $22.84
2025 Q4 UNCHANGED — — — 19,264 — 0% 0.26% $490K 2026-02-11 $25.85
2025 Q3 UNCHANGED — — — 19,264 — 0% 0.22% $398K 2025-11-12 $22.24
2025 Q2 UNCHANGED — — — 19,264 — 0% 0.22% $358K 2025-08-07 $19.36
2025 Q1 UNCHANGED — — — 19,264 — 0% 0.20% $296K 2025-05-01 $15.51
2024 Q4 UNCHANGED — — — 19,264 — 0% 0.16% $256K 2025-02-04 $14.11
2024 Q2 UNCHANGED — — — 19,264 — 0% 0.15% $206K 2024-07-31 $11.34
2024 Q1 UNCHANGED — — — 19,264 — 0% 0.15% $182K 2024-04-29 $9.79
2023 Q4 UNCHANGED — — — 19,264 — 0% 0.14% $152K 2024-02-02 $7.10
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BCS

As of 2026 Q1 — sorted by position size

Bluebird Wealth Management LLC 2.23% Gator Capital Management, LLC 3Y 7Y 2.16% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.75% Illumine Investment Management, LLC 1.7% Brooklands Fund Management Ltd 1.58% EJF Capital LP 3Y 7Y 1.4% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.2% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 1.06% Main Street Research LLC 3Y 7Y 1.05% Lighthouse Investment Partners, LLC 3Y 0.88%

FAQ About Bradley & Co. Private Wealth Management, LLC and BCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bradley & Co. Private Wealth Management, LLC reported owning BCS?

Bradley & Co. Private Wealth Management, LLC reported BCS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BCS position in Bradley & Co. Private Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BCS was 0.26% in 2025 Q4.

What is the latest reported BCS position on this page?

The most recent filing on this page is 2026 Q1, when Bradley & Co. Private Wealth Management, LLC reported 19,264 shares, equal to 0.21% of portfolio, with an estimated market value of $408K.

What does the chart on this BCS ownership page compare?

The chart compares Bradley & Co. Private Wealth Management, LLC's quarterly BCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bradley & Co. Private Wealth Management, LLC time their BCS position?

Based on 13F filing dates vs. subsequent BCS price moves, Bradley & Co. Private Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BCS relative to SPY over the holding period was +6.6%.

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