Financial Management Professionals’s Barclays BCS Stock Holding History

Financial Management Professionals’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 Q2	$5.64K	Buy	+210	New	+$5.07K	﹤0.01%	670
2025 Q2	–	Sell	-1,911	Closed	-$29.4K	–	1022
2025 Q1	$29.4K	Buy	+1,911	New	+$28.6K	﹤0.01%	343
2023 Q1	–	Sell	-210	Closed	-$2K	–	1001
2022 Q4	$2K	Sell	210 -97	-32%	-$707	﹤0.01%	716
2022 Q3	$2K	Buy	307 +184	+150%	+$1.42K	﹤0.01%	718
2022 Q2	$1K	Sell	123 -28	-19%	-$220	﹤0.01%	801
2022 Q1	$1K	Hold	151	–	–	﹤0.01%	837
2021 Q4	$2K	Hold	151	–	–	﹤0.01%	702
2021 Q3	$2K	Sell	151 -303	-67%	-$3.02K	﹤0.01%	693
2021 Q2	$4K	Buy	454 +151	+50%	+$1.54K	﹤0.01%	541
2021 Q1	$3K	Sell	303 -460	-60%	-$4.03K	﹤0.01%	518
2020 Q4	$6K	Buy	763 +371	+95%	+$2.48K	﹤0.01%	418
2020 Q3	$2K	Sell	392 -162	-29%	-$895	﹤0.01%	488
2020 Q2	$3K	Buy	+554	New	+$2.89K	﹤0.01%	438

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Financial Management Professionals's BCS Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Barclays (BCS) in Q2 2026: 210 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in BCS as recently as Q1 2025.

Financial Management Professionals first reported a position in BCS in Q2 2020 and has held it in 13 quarters since. The position peaked at $29.4K in Q1 2025. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Financial Management Professionals held 210 shares of Barclays worth $5.64K as of Q2 2026.
Barclays was a new Financial Management Professionals position in Q2 2026.
Barclays made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #670 holding.
Financial Management Professionals first reported a position in Barclays in Q2 2020 and has held it in 13 quarters since.
Financial Management Professionals's Barclays position peaked at $29.4K in Q1 2025.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.