Financial Management Professionals
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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
Q3 		$27K Buy
1,111
+901
+429% +$24.2K ﹤0.01% 381
2026
Q2 		$5.64K Buy
+210
New +$5.06K ﹤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

Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Financial Management Professionals's BCS Position: Q3 2026 in Review

Financial Management Professionals increased its Barclays (BCS) stake by 429% in Q3 2026, buying an estimated $24.2K and bringing the position to 1,111 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Financial Management Professionals first reported a position in BCS in Q2 2020 and has held it in 14 quarters since. The position peaked at $29.4K in Q1 2025. 137 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Financial Management Professionals held 1,111 shares of Barclays worth $27K as of Q3 2026.
  • Financial Management Professionals bought 901 Barclays shares in Q3 2026, an estimated $24.2K.
  • Barclays made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #381 holding.
  • Financial Management Professionals first reported a position in Barclays in Q2 2020 and has held it in 14 quarters since.
  • Financial Management Professionals's Barclays position peaked at $29.4K in Q1 2025.
  • 137 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.