First Pacific Financial’s Barclays BCS Stock Holding History

First Pacific Financial’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	$41K	Buy	1,691 +21	+1%	+$565	﹤0.01%	284
2026 Q2	$44.9K	Sell	1,670 -55	-3%	-$1.33K	0.01%	258
2026 Q1	$36.5K	Buy	1,725 +1,670	+3,036%	+$40.7K	﹤0.01%	268
2025 Q4	$1.4K	Hold	55	–	–	﹤0.01%	452
2025 Q3	$1.14K	Buy	+55	New	+$1.09K	﹤0.01%	450

Other funds holding BCS

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

First Pacific Financial's BCS Position: Q3 2026 in Review

First Pacific Financial increased its Barclays (BCS) stake by 1.3% in Q3 2026, buying an estimated $565 and bringing the position to 1,691 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

First Pacific Financial first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $44.9K in Q2 2026. 50 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

First Pacific Financial held 1,691 shares of Barclays worth $41K as of Q3 2026.
First Pacific Financial bought 21 Barclays shares in Q3 2026, an estimated $565.
Barclays made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #284 holding.
First Pacific Financial first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
First Pacific Financial's Barclays position peaked at $44.9K in Q2 2026.
50 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.