Level Four Advisory Services’s Barclays BCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Level Four Advisory Services's BCS Position: Q1 2026 in Review

Level Four Advisory Services opened a new position in Barclays (BCS) in Q1 2026: 10,991 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in BCS as recently as Q3 2017.

Level Four Advisory Services first reported a position in BCS in Q4 2016 and has held it in 5 quarters since. The position peaked at $629K in Q3 2017. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Level Four Advisory Services held 10,991 shares of Barclays worth $233K as of Q1 2026.
  • Barclays was a new Level Four Advisory Services position in Q1 2026.
  • Barclays made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #784 holding.
  • Level Four Advisory Services first reported a position in Barclays in Q4 2016 and has held it in 5 quarters since.
  • Level Four Advisory Services's Barclays position peaked at $629K in Q3 2017.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.