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Kestra Advisory Services’s Barclays BCS Stock Holding History

Kestra Advisory Services’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 		$283K Sell
13,374
-3,104
-19% -$75.7K ﹤0.01% 2685
2025
Q4 		$419K Buy
16,478
+1,470
+10% +$32.6K ﹤0.01% 2277
2025
Q3 		$310K Buy
15,008
+2,718
+22% +$53.8K ﹤0.01% 2416
2025
Q2 		$228K Buy
12,290
+87
+0.7% +$1.44K ﹤0.01% 2568
2025
Q1 		$187K Sell
12,203
-2,442
-17% -$36.6K ﹤0.01% 2493
2024
Q4 		$195K Sell
14,645
-9,828
-40% -$127K ﹤0.01% 2494
2024
Q3 		$297K Sell
24,473
-43
-0.2% -$503 ﹤0.01% 2093
2024
Q2 		$263K Buy
24,516
+1,887
+8% +$19.6K ﹤0.01% 2202
2024
Q1 		$214K Buy
22,629
+561
+3% +$4.59K ﹤0.01% 2238
2023
Q4 		$174K Sell
22,068
-1,014
-4% -$7.3K ﹤0.01% 2134
2023
Q3 		$180K Buy
23,082
+528
+2% +$4.1K ﹤0.01% 1944
2023
Q2 		$177K Sell
22,554
-2,574
-10% -$19.9K ﹤0.01% 1926
2023
Q1 		$181K Sell
25,128
-25,835
-51% -$214K ﹤0.01% 1871
2022
Q4 		$398K Buy
50,963
+13,595
+36% +$99.1K ﹤0.01% 1550
2022
Q3 		$239K Sell
37,368
-2,772
-7% -$21.4K ﹤0.01% 1741
2022
Q2 		$305K Buy
40,140
+14,507
+57% +$114K ﹤0.01% 1611
2022
Q1 		$203K Buy
25,633
+2,565
+11% +$26.2K ﹤0.01% 1843
2021
Q4 		$239K Buy
23,068
+2,730
+13% +$28.6K ﹤0.01% 1762
2021
Q3 		$210K Buy
20,338
+300
+1% +$2.99K ﹤0.01% 1948
2021
Q2 		$193K Buy
20,038
+271
+1% +$2.77K ﹤0.01% 1878
2021
Q1 		$202K Buy
+19,767
New +$173K ﹤0.01% 1723

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

Kestra Advisory Services's BCS Position: Q1 2026 in Review

Kestra Advisory Services reduced its Barclays (BCS) stake by 19% in Q1 2026, selling an estimated $75.7K and leaving 13,374 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Kestra Advisory Services first reported a position in BCS in Q1 2021 and has held it in 21 quarters since. The position peaked at $419K in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Kestra Advisory Services held 13,374 shares of Barclays worth $283K as of Q1 2026.
  • Kestra Advisory Services sold 3,104 Barclays shares in Q1 2026, an estimated $75.7K.
  • Barclays made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2685 holding.
  • Kestra Advisory Services first reported a position in Barclays in Q1 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Barclays position peaked at $419K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.