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Capital Performance Advisors’s Barclays BCS Stock Holding History

Capital Performance 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
Q1 		– Sell
-8,966
Closed -$228K – 476
2025
Q4 		$228K Buy
+8,966
New +$199K 0.02% 385
2024
Q4 		– Sell
-2,000
Closed -$24.3K – 455
2024
Q3 		$24.3K Buy
+2,000
New +$23.4K 0.01% 550

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Performance Advisors's BCS Position: Q1 2026 in Review

Capital Performance Advisors sold out of Barclays (BCS) in Q1 2026, closing a stake of 8,966 shares — an estimated $228K sold.

Capital Performance Advisors first reported a position in BCS in Q3 2024 and held it in 2 quarters. The position peaked at $228K in Q4 2025. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Capital Performance Advisors reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 8,966 Barclays shares in Q1 2026, an estimated $228K.
  • Capital Performance Advisors first reported a position in Barclays in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Barclays position peaked at $228K in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.