Cannell & Spears’s Barclays BCS Stock Holding History

Cannell & Spears’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
2025 Q3	–	Sell	-11,552	Closed	-$215K	–	403
2025 Q2	$215K	Buy	11,552 +47	+0.4%	+$777	﹤0.01%	361
2025 Q1	$177K	Sell	11,505 -8,470	-42%	-$127K	﹤0.01%	375
2024 Q4	$265K	Sell	19,975 -10,935	-35%	-$142K	0.01%	350
2024 Q3	$376K	Hold	30,910	–	–	0.01%	322
2024 Q2	$331K	Hold	30,910	–	–	0.01%	299
2024 Q1	$292K	Hold	30,910	–	–	0.01%	322
2023 Q4	$244K	Hold	30,910	–	–	0.02%	192
2023 Q3	$241K	Hold	30,910	–	–	0.02%	184
2023 Q2	$243K	Hold	30,910	–	–	0.02%	196
2023 Q1	$222K	Hold	30,910	–	–	0.02%	206
2022 Q4	$241K	Hold	30,910	–	–	0.02%	197
2022 Q3	$198K	Sell	30,910 -1,635	-5%	-$12.6K	0.02%	185
2022 Q2	$247K	Hold	32,545	–	–	0.02%	186
2022 Q1	$257K	Hold	32,545	–	–	0.02%	196
2021 Q4	$337K	Hold	32,545	–	–	0.02%	173
2021 Q3	$336K	Hold	32,545	–	–	0.02%	178
2021 Q2	$314K	Hold	32,545	–	–	0.02%	190
2021 Q1	$333K	Hold	32,545	–	–	0.03%	175
2020 Q4	$260K	Hold	32,545	–	–	0.02%	191
2020 Q3	$163K	Hold	32,545	–	–	0.02%	220
2020 Q2	$184K	Buy	+32,545	New	+$170K	0.02%	211
2015 Q1	–	Sell	-14,433	Closed	-$201K	–	138
2014 Q4	$201K	Buy	+14,433	New	+$198K	0.02%	137

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cannell & Spears's BCS Position: Q3 2025 in Review

Cannell & Spears sold out of Barclays (BCS) in Q3 2025, closing a stake of 11,552 shares — an estimated $215K sold.

Cannell & Spears first reported a position in BCS in Q4 2014 and held it in 22 quarters. The position peaked at $376K in Q3 2024. 445 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

Cannell & Spears reported no remaining Barclays position as of Q3 2025 after selling out during the quarter.
Cannell & Spears sold 11,552 Barclays shares in Q3 2025, an estimated $215K.
Cannell & Spears first reported a position in Barclays in Q4 2014 and held it in 22 quarters.
Cannell & Spears's Barclays position peaked at $376K in Q3 2024.
445 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on Cannell & Spears's 13F filing for Q3 2025, filed 14 Nov 2025.