Level Four Advisory Services’s Barclays BCS Stock Holding History

Level Four 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 Q2	$340K	Buy	12,650 +1,659	+15%	+$40K	0.01%	723
2026 Q1	$233K	Buy	+10,991	New	+$268K	0.01%	784
2017 Q4	–	Sell	-63,565	Closed	-$629K	–	541
2017 Q3	$629K	Buy	63,565 +47,043	+285%	+$466K	0.06%	305
2017 Q2	$170K	Sell	16,522 -13,262	-45%	-$135K	0.03%	460
2017 Q1	$312K	Buy	29,784 +485	+2%	+$5.21K	0.03%	402
2016 Q4	$304K	Buy	+29,299	New	+$276K	0.04%	361

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Level Four Advisory Services's BCS Position: Q2 2026 in Review

Level Four Advisory Services increased its Barclays (BCS) stake by 15% in Q2 2026, buying an estimated $40K and bringing the position to 12,650 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #723.

Level Four Advisory Services first reported a position in BCS in Q4 2016 and has held it in 6 quarters since. The position peaked at $629K in Q3 2017. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Level Four Advisory Services held 12,650 shares of Barclays worth $340K as of Q2 2026.
Level Four Advisory Services bought 1,659 Barclays shares in Q2 2026, an estimated $40K.
Barclays made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #723 holding.
Level Four Advisory Services first reported a position in Barclays in Q4 2016 and has held it in 6 quarters since.
Level Four Advisory Services's Barclays position peaked at $629K in Q3 2017.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.