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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's BCS Position: Q1 2026 in Review

Lido Advisors increased its Barclays (BCS) stake by 14% in Q1 2026, buying an estimated $35.7K and bringing the position to 11,668 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Lido Advisors first reported a position in BCS in Q3 2025 and has held it in 3 quarters since. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Lido Advisors held 11,668 shares of Barclays worth $247K as of Q1 2026.
  • Lido Advisors bought 1,463 Barclays shares in Q1 2026, an estimated $35.7K.
  • Barclays made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1670 holding.
  • Lido Advisors first reported a position in Barclays in Q3 2025 and has held it in 3 quarters since.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.