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LRI Investments’s Barclays BCS Stock Holding History

LRI Investments’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 		$3.22K Buy
120
+47
+64% +$1.13K ﹤0.01% 1208
2026
Q1 		$1.54K Hold
73
– – ﹤0.01% 1284
2025
Q4 		$1.86K Hold
73
– – ﹤0.01% 1213
2025
Q3 		$1.51K Buy
+73
New +$1.45K ﹤0.01% 1230

Other funds holding BCS

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LRI Investments's BCS Position: Q2 2026 in Review

LRI Investments increased its Barclays (BCS) stake by 64% in Q2 2026, buying an estimated $1.13K and bringing the position to 120 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

LRI Investments first reported a position in BCS in Q3 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • LRI Investments held 120 shares of Barclays worth $3.22K as of Q2 2026.
  • LRI Investments bought 47 Barclays shares in Q2 2026, an estimated $1.13K.
  • Barclays made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1208 holding.
  • LRI Investments first reported a position in Barclays in Q3 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.