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Freestone Capital Holdings’s Barclays BCS Stock Holding History

Freestone Capital Holdings’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 		$243K Buy
11,483
+804
+8% +$19.6K 0.01% 482
2025
Q4 		$272K Sell
10,679
-251
-2% -$5.56K 0.01% 449
2025
Q3 		$226K Buy
+10,930
New +$216K 0.01% 481
2024
Q4 		– Sell
-18,757
Closed -$228K – 452
2024
Q3 		$228K Sell
18,757
-395
-2% -$4.62K 0.01% 392
2024
Q2 		$205K Buy
19,152
+395
+2% +$4.11K 0.01% 434
2024
Q1 		$177K Sell
18,757
-6,056
-24% -$49.6K 0.01% 423
2023
Q4 		$196K Hold
24,813
– – 0.01% 377
2023
Q3 		$193K Sell
24,813
-4,489
-15% -$34.8K 0.01% 348
2023
Q2 		$230K Buy
29,302
+265
+0.9% +$2.05K 0.01% 337
2023
Q1 		$209K Sell
29,037
-882
-3% -$7.29K 0.01% 330
2022
Q4 		$233K Sell
29,919
-6,564
-18% -$47.9K 0.01% 323
2022
Q3 		$233K Sell
36,483
-17,837
-33% -$137K 0.01% 324
2022
Q2 		$413K Sell
54,320
-148,349
-73% -$1.16M 0.02% 287
2022
Q1 		$1.6M Buy
202,669
+8,499
+4% +$86.7K 0.06% 207
2021
Q4 		$2.01M Buy
194,170
+29,614
+18% +$311K 0.08% 186
2021
Q3 		$1.7M Sell
164,556
-35,371
-18% -$352K 0.09% 182
2021
Q2 		$1.93M Buy
199,927
+53,268
+36% +$544K 0.1% 172
2021
Q1 		$1.5M Sell
146,659
-17,513
-11% -$154K 0.08% 183
2020
Q4 		$1.31M Sell
164,172
-157,557
-49% -$1.05M 0.08% 183
2020
Q3 		$1.61M Sell
321,729
-17,254
-5% -$95.3K 0.11% 168
2020
Q2 		$1.92K Buy
338,983
+12,815
+4% +$66.8K 0.02% 165
2020
Q1 		$1.48K Buy
326,168
+105,606
+48% +$815K 0.03% 158
2019
Q4 		$2.1K Buy
220,562
+23,174
+12% +$200K 0.04% 174
2019
Q3 		$1.45K Buy
197,388
+27,464
+16% +$199K 0.03% 208
2019
Q2 		$1.27K Buy
169,924
+18,449
+12% +$146K 0.03% 214
2019
Q1 		$1.19M Buy
151,475
+81,225
+116% +$653K 0.07% 199
2018
Q4 		$506K Buy
70,250
+40,137
+133% +$323K 0.03% 288
2018
Q3 		$258K Buy
30,113
+17,759
+144% +$165K ﹤0.01% 352
2018
Q2 		$118K Buy
+12,354
New +$134K ﹤0.01% 347

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freestone Capital Holdings's BCS Position: Q1 2026 in Review

Freestone Capital Holdings increased its Barclays (BCS) stake by 7.5% in Q1 2026, buying an estimated $19.6K and bringing the position to 11,483 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #482.

Freestone Capital Holdings first reported a position in BCS in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.01M in Q4 2021. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Freestone Capital Holdings held 11,483 shares of Barclays worth $243K as of Q1 2026.
  • Freestone Capital Holdings bought 804 Barclays shares in Q1 2026, an estimated $19.6K.
  • Barclays made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #482 holding.
  • Freestone Capital Holdings first reported a position in Barclays in Q2 2018 and has held it in 29 quarters since.
  • Freestone Capital Holdings's Barclays position peaked at $2.01M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.