Barclays’s Smartbird Inc BIRD Stock Holding History

Barclays’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23	Buy	+9	New	+$23	﹤0.01%	5117
2024 Q3	–	Sell	-1,694	Closed	-$16.9K	–	5297
2024 Q2	$16.9K	Sell	1,694 -1,709	-50%	-$20.9K	﹤0.01%	4458
2024 Q1	$47.2K	Sell	3,403 -3,249	-49%	-$60.6K	﹤0.01%	4624
2023 Q4	$163K	Buy	6,652 +5,823	+702%	+$115K	﹤0.01%	4497
2023 Q3	$18.4K	Sell	829 -171	-17%	-$4.61K	﹤0.01%	4195
2023 Q2	$25.2K	Sell	1,000 -1,441	-59%	-$36K	﹤0.01%	4086
2023 Q1	$58.6K	Buy	2,441 +1,142	+88%	+$52.6K	﹤0.01%	4395
2022 Q4	$62.8K	Sell	1,299 -2,572	-66%	-$151K	﹤0.01%	4460
2022 Q3	$235K	Sell	3,871 -18,811	-83%	-$1.66M	﹤0.01%	3108
2022 Q2	$1.78M	Sell	22,682 -6,930	-23%	-$700K	﹤0.01%	1931
2022 Q1	$3.56M	Buy	+29,612	New	+$5.83M	﹤0.01%	1440

Other funds holding BIRD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Barclays's BIRD Position: Q3 2026 in Review

Barclays opened a new position in Smartbird Inc (BIRD) in Q3 2026: 9 shares worth $23. The stake represents ﹤0.01% of the portfolio and ranks #5117 among its holdings. This is a return to the name: Barclays previously reported a position in BIRD as recently as Q2 2024.

Barclays first reported a position in BIRD in Q1 2022 and has held it in 11 quarters since. The position peaked at $3.56M in Q1 2022. 12 funds tracked by Wall St. Rank hold BIRD as of Q3 2026.

Barclays held 9 shares of Smartbird Inc worth $23 as of Q3 2026.
Smartbird Inc was a new Barclays position in Q3 2026.
Smartbird Inc made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #5117 holding.
Barclays first reported a position in Smartbird Inc in Q1 2022 and has held it in 11 quarters since.
Barclays's Smartbird Inc position peaked at $3.56M in Q1 2022.
12 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.