KB Financial Partners’s Barclays BCS Stock Holding History

KB Financial Partners’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
2023 Q3	$4K	Hold	483	–	–	﹤0.01%	442
2023 Q2	$4K	Hold	483	–	–	﹤0.01%	446
2023 Q1	$3K	Hold	483	–	–	﹤0.01%	459
2022 Q4	$4K	Hold	483	–	–	﹤0.01%	435
2022 Q3	$3K	Buy	+483	New	+$3.72K	﹤0.01%	453
2022 Q2	–	Sell	-483	Closed	-$4K	–	580
2022 Q1	$4K	Sell	483 -102	-17%	-$1.04K	﹤0.01%	476
2021 Q4	$6K	Buy	+585	New	+$6.14K	﹤0.01%	483
2021 Q3	–	Sell	-619	Closed	-$6K	–	207
2021 Q2	$6K	Buy	+619	New	+$6.32K	﹤0.01%	450

Other funds holding BCS

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KB Financial Partners's BCS Position: Q3 2023 in Review

KB Financial Partners held its Barclays (BCS) position steady in Q3 2023 at 483 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

KB Financial Partners first reported a position in BCS in Q2 2021 and has held it in 8 quarters since. The position peaked at $6K in Q4 2021. 282 funds tracked by Wall St. Rank hold BCS as of Q3 2023.

KB Financial Partners held 483 shares of Barclays worth $4K as of Q3 2023.
KB Financial Partners left its Barclays share count unchanged in Q3 2023.
Barclays made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #442 holding.
KB Financial Partners first reported a position in Barclays in Q2 2021 and has held it in 8 quarters since.
KB Financial Partners's Barclays position peaked at $6K in Q4 2021.
282 funds tracked by Wall St. Rank held Barclays as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.