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Legacy Financial Advisors’s Barclays BCS Stock Holding History

Legacy Financial Advisors’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
-16,847
Closed -$348K – 399
2025
Q3 		$348K Buy
+16,847
New +$334K 0.05% 292
2025
Q2 		– Sell
-10,159
Closed -$156K – 347
2025
Q1 		$156K Buy
+10,159
New +$152K 0.03% 353
2024
Q3 		– Sell
-10,941
Closed -$117K – 359
2024
Q2 		$117K Buy
10,941
+285
+3% +$2.96K 0.02% 327
2024
Q1 		$101K Buy
+10,656
New +$87.3K 0.02% 319
2021
Q3 		– Sell
-13,637
Closed -$132K – 186
2021
Q2 		$132K Sell
13,637
-641
-4% -$6.55K 0.03% 171
2021
Q1 		$146K Buy
+14,278
New +$125K 0.04% 156
2020
Q4 		– Sell
-14,546
Closed -$73K – 144
2020
Q3 		$73K Buy
+14,546
New +$80.4K 0.02% 134
2019
Q2 		– Sell
-9,521
Closed -$75K – 204
2019
Q1 		$75K Sell
9,521
-1,486
-14% -$11.9K 0.03% 207
2018
Q4 		$79K Buy
11,007
+9,270
+534% +$74.7K 0.03% 172
2018
Q3 		$14K Buy
1,737
+54
+3% +$501 0.01% 435
2018
Q2 		$16K Buy
+1,683
New +$18.2K 0.01% 411
2018
Q1 		– Sell
-1,683
Closed -$17K – 818
2017
Q4 		$17K Buy
+1,683
New +$16.3K 0.01% 388

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

Legacy Financial Advisors's BCS Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Barclays (BCS) in Q4 2025, closing a stake of 16,847 shares — an estimated $348K sold.

Legacy Financial Advisors first reported a position in BCS in Q4 2017 and held it in 12 quarters. The position peaked at $348K in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 16,847 Barclays shares in Q4 2025, an estimated $348K.
  • Legacy Financial Advisors first reported a position in Barclays in Q4 2017 and held it in 12 quarters.
  • Legacy Financial Advisors's Barclays position peaked at $348K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.