Forum Financial Management’s Barclays BCS Stock Holding History

Forum Financial 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	–	Sell	-48,199	Closed	-$1.23M	–	405
2025 Q4	$1.23M	Hold	48,199	–	–	0.02%	207
2025 Q3	$996K	Hold	48,199	–	–	0.01%	237
2025 Q2	$896K	Hold	48,199	–	–	0.01%	237
2025 Q1	$740K	Hold	48,199	–	–	0.01%	258
2024 Q4	$641K	Buy	48,199 +874	+2%	+$11.3K	0.01%	303
2024 Q3	$575K	Hold	47,325	–	–	0.01%	289
2024 Q2	$507K	Hold	47,325	–	–	0.01%	299
2024 Q1	$447K	Hold	47,325	–	–	0.01%	362
2023 Q4	$373K	Buy	47,325 +15,820	+50%	+$114K	0.01%	379
2023 Q3	$245K	Hold	31,505	–	–	0.01%	495
2023 Q2	$248K	Sell	31,505 -12	-0%	-$93	0.01%	508
2023 Q1	$227K	Buy	31,517 +12	+0%	+$99	0.01%	503
2022 Q4	$246K	Hold	31,505	–	–	0.01%	462
2022 Q3	$202K	Hold	31,505	–	–	0.01%	495
2022 Q2	$239K	Buy	+31,505	New	+$247K	0.01%	448
2022 Q1	–	Sell	-31,505	Closed	-$326K	–	618
2021 Q4	$326K	Buy	+31,505	New	+$330K	0.02%	376

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

Forum Financial Management's BCS Position: Q1 2026 in Review

Forum Financial Management sold out of Barclays (BCS) in Q1 2026, closing a stake of 48,199 shares — an estimated $1.23M sold.

Forum Financial Management first reported a position in BCS in Q4 2021 and held it in 16 quarters. The position peaked at $1.23M in Q4 2025. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

Forum Financial Management reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 48,199 Barclays shares in Q1 2026, an estimated $1.23M.
Forum Financial Management first reported a position in Barclays in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Barclays position peaked at $1.23M in Q4 2025.
508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.