IEQ Capital
BCS icon

IEQ Capital’s Barclays BCS Stock Holding History

IEQ Capital’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 		$2.62M Buy
108,040
+1,598
+2% +$43K 0.01% 722
2026
Q2 		$2.86M Buy
106,442
+1,712
+2% +$41.3K 0.01% 670
2026
Q1 		$2.22M Buy
104,730
+16,669
+19% +$406K 0.01% 732
2025
Q4 		$2.24M Buy
88,061
+5,630
+7% +$125K 0.01% 753
2025
Q3 		$1.7M Buy
82,431
+49,647
+151% +$983K 0.01% 815
2025
Q2 		$609K Buy
32,784
+5,881
+22% +$97.3K ﹤0.01% 1072
2025
Q1 		$413K Buy
26,903
+4,160
+18% +$62.3K ﹤0.01% 1056
2024
Q4 		$302K Buy
22,743
+1,185
+5% +$15.4K ﹤0.01% 1023
2024
Q3 		$262K Buy
21,558
+3,456
+19% +$40.5K ﹤0.01% 970
2024
Q2 		$194K Buy
18,102
+2,768
+18% +$28.8K ﹤0.01% 919
2024
Q1 		$145K Buy
15,334
+3,319
+28% +$27.2K ﹤0.01% 907
2023
Q4 		$94.7K Buy
+12,015
New +$86.5K ﹤0.01% 884

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

IEQ Capital's BCS Position: Q3 2026 in Review

IEQ Capital increased its Barclays (BCS) stake by 1.5% in Q3 2026, buying an estimated $43K and bringing the position to 108,040 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #722.

IEQ Capital first reported a position in BCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.86M in Q2 2026. 454 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • IEQ Capital held 108,040 shares of Barclays worth $2.62M as of Q3 2026.
  • IEQ Capital bought 1,598 Barclays shares in Q3 2026, an estimated $43K.
  • Barclays made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #722 holding.
  • IEQ Capital first reported a position in Barclays in Q4 2023 and has held it in 12 quarters since.
  • IEQ Capital's Barclays position peaked at $2.86M in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.