CFG
BCS icon

Carter Financial Group’s Barclays BCS Stock Holding History

Carter Financial Group’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
-10,904
Closed -$277K – 127
2025
Q4 		$277K Sell
10,904
-146
-1% -$3.23K 0.16% 95
2025
Q3 		$228K Buy
+11,050
New +$219K 0.14% 102

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carter Financial Group's BCS Position: Q1 2026 in Review

Carter Financial Group sold out of Barclays (BCS) in Q1 2026, closing a stake of 10,904 shares — an estimated $277K sold.

Carter Financial Group first reported a position in BCS in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q4 2025. 504 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Carter Financial Group reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Carter Financial Group sold 10,904 Barclays shares in Q1 2026, an estimated $277K.
  • Carter Financial Group first reported a position in Barclays in Q3 2025 and held it in 2 quarters.
  • Carter Financial Group's Barclays position peaked at $277K in Q4 2025.
  • 504 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.