Lido Advisors
BCS icon

Lido Advisors’s Barclays BCS Stock Holding History

Lido 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
2026
Q3 		$350K Buy
14,433
+1,729
+14% +$46.5K ﹤0.01% 1650
2026
Q2 		$341K Buy
12,704
+1,036
+9% +$25K ﹤0.01% 1694
2026
Q1 		$247K Buy
11,668
+1,463
+14% +$35.7K ﹤0.01% 1670
2025
Q4 		$223K Buy
10,205
+142
+1% +$3.15K ﹤0.01% 1716
2025
Q3 		$208K Buy
+10,063
New +$199K ﹤0.01% 1663

Other funds holding BCS

Dimensional Fund Advisors
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Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cambiar Investors
Cambiar Investors Denver, Colorado $2.48B AUM 19.65% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return

Lido Advisors's BCS Position: Q3 2026 in Review

Lido Advisors increased its Barclays (BCS) stake by 14% in Q3 2026, buying an estimated $46.5K and bringing the position to 14,433 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Lido Advisors first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Lido Advisors held 14,433 shares of Barclays worth $350K as of Q3 2026.
  • Lido Advisors bought 1,729 Barclays shares in Q3 2026, an estimated $46.5K.
  • Barclays made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1650 holding.
  • Lido Advisors first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • 228 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.