Financial Gravity Asset Management’s Barclays BCS Stock Holding History

Financial Gravity Asset Management’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	$21	Hold	1	–	–	﹤0.01%	910
2025 Q4	$25	Buy	+1	New	+$22	﹤0.01%	726
2020 Q4	$0	Buy	+3	New	+$20	﹤0.01%	492
2019 Q4	$10K	Sell	81 -12	-13%	-$104	0.01%	1189
2019 Q3	$1K	Buy	93 +13	+16%	+$94	﹤0.01%	979
2019 Q2	$1K	Sell	80 -72	-47%	-$569	﹤0.01%	1002
2019 Q1	$1K	Buy	+152	New	+$1.22K	﹤0.01%	1041
2018 Q3	$1K	Sell	99 -8	-7%	-$74	﹤0.01%	1084
2018 Q2	$1K	Sell	107 -34	-24%	-$368	﹤0.01%	1105
2018 Q1	$2K	Buy	+141	New	+$1.54K	﹤0.01%	924

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Gravity Asset Management's BCS Position: Q1 2026 in Review

Financial Gravity Asset Management held its Barclays (BCS) position steady in Q1 2026 at 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Financial Gravity Asset Management first reported a position in BCS in Q1 2018 and has held it in 10 quarters since. The position peaked at $10K in Q4 2019. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

Financial Gravity Asset Management held 1 share of Barclays worth $21 as of Q1 2026.
Financial Gravity Asset Management left its Barclays share count unchanged in Q1 2026.
Barclays made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #910 holding.
Financial Gravity Asset Management first reported a position in Barclays in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Barclays position peaked at $10K in Q4 2019.
508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.