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Kestra Investment Management’s Barclays BCS Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-951
Closed -$12.6K – 943
2024
Q4 		$12.6K Buy
+951
New +$12.3K ﹤0.01% 789

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Investment Management's BCS Position: Q1 2025 in Review

Kestra Investment Management sold out of Barclays (BCS) in Q1 2025, closing a stake of 951 shares — an estimated $12.6K sold.

Kestra Investment Management first reported a position in BCS in Q4 2024 and held it in 1 quarter. The position peaked at $12.6K in Q4 2024. 406 funds tracked by Wall St. Rank hold BCS as of Q1 2025.

  • Kestra Investment Management reported no remaining Barclays position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 951 Barclays shares in Q1 2025, an estimated $12.6K.
  • Kestra Investment Management first reported a position in Barclays in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Barclays position peaked at $12.6K in Q4 2024.
  • 406 funds tracked by Wall St. Rank held Barclays as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.