Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Barclays BCS Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-62,202
Closed -$1.29M – 534
2025
Q3 		$1.29M Sell
62,202
-6,588
-10% -$130K 0.01% 774
2025
Q2 		$1.28M Sell
68,790
-838
-1% -$13.9K 0.01% 740
2025
Q1 		$1.07M Sell
69,628
-19,985
-22% -$299K 0.01% 724
2024
Q4 		$1.19M Buy
89,613
+1,115
+1% +$14.4K 0.01% 682
2024
Q3 		$1.02M Buy
88,498
+6,728
+8% +$78.8K 0.01% 622
2024
Q2 		$876K Buy
81,770
+1,564
+2% +$16.3K 0.01% 565
2024
Q1 		$758K Buy
+80,206
New +$657K 0.01% 449

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's BCS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Barclays (BCS) in Q4 2025, closing a stake of 62,202 shares — an estimated $1.29M sold.

Kovitz Investment Group Partners first reported a position in BCS in Q1 2024 and held it in 7 quarters. The position peaked at $1.29M in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 62,202 Barclays shares in Q4 2025, an estimated $1.29M.
  • Kovitz Investment Group Partners first reported a position in Barclays in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Barclays position peaked at $1.29M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.