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 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 $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Merit Financial Group's BCS Position: Q2 2026 in Review

Merit Financial Group increased its Barclays (BCS) stake by 4.2% in Q2 2026, buying an estimated $64.9K and bringing the position to 66,685 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #797.

Merit Financial Group first reported a position in BCS in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Merit Financial Group held 66,685 shares of Barclays worth $1.79M as of Q2 2026.
Merit Financial Group bought 2,692 Barclays shares in Q2 2026, an estimated $64.9K.
Barclays made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #797 holding.
Merit Financial Group first reported a position in Barclays in Q1 2025 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.