Merit Financial Group’s Barclays BCS Stock Holding History

Merit Financial Group’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	$1.62M	Buy	66,727 +42	+0.1%	+$1.13K	0.01%	892
2026 Q2	$1.79M	Buy	66,685 +2,692	+4%	+$64.9K	0.01%	797
2026 Q1	$1.35M	Buy	63,993 +3,046	+5%	+$74.3K	0.01%	849
2025 Q4	$1.55M	Sell	60,947 -2,385	-4%	-$52.8K	0.01%	745
2025 Q3	$1.31M	Buy	63,332 +2,254	+4%	+$44.6K	0.01%	730
2025 Q2	$1.14M	Buy	61,078 +21,194	+53%	+$351K	0.01%	731
2025 Q1	$613K	Buy	+39,884	New	+$597K	0.01%	845

Other funds holding BCS

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Merit Financial Group's BCS Position: Q3 2026 in Review

Merit Financial Group increased its Barclays (BCS) stake by 0.06% in Q3 2026, buying an estimated $1.13K and bringing the position to 66,727 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #892.

Merit Financial Group first reported a position in BCS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.79M in Q2 2026. 377 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

Merit Financial Group held 66,727 shares of Barclays worth $1.62M as of Q3 2026.
Merit Financial Group bought 42 Barclays shares in Q3 2026, an estimated $1.13K.
Barclays made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #892 holding.
Merit Financial Group first reported a position in Barclays in Q1 2025 and has held it in 7 quarters since.
Merit Financial Group's Barclays position peaked at $1.79M in Q2 2026.
377 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.