Pinnacle Associates’s Barclays BCS Stock Holding History

Pinnacle Associates’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	$232K	Buy	+8,632	New	+$208K	﹤0.01%	888
2016 Q1	–	Sell	-40,455	Closed	-$491K	–	625
2015 Q4	$491K	Sell	40,455 -3,182	-7%	-$42.2K	0.01%	463
2015 Q3	$602K	Buy	43,637 +167	+0.4%	+$2.57K	0.01%	437
2015 Q2	$667K	Buy	43,470 +11,680	+37%	+$176K	0.01%	431
2015 Q1	$431K	Buy	31,790 +640	+2%	+$8.96K	0.01%	480
2014 Q4	$435K	Sell	31,150 -323	-1%	-$4.43K	0.01%	473
2014 Q3	$433K	Sell	31,473 -20,809	-40%	-$287K	0.01%	480
2014 Q2	$707K	Buy	52,282 +7,111	+16%	+$108K	0.01%	412
2014 Q1	$656K	Buy	45,171 +108	+0.2%	+$1.73K	0.01%	414
2013 Q4	$756K	Buy	+45,063	New	+$714K	0.01%	397
2013 Q3	–	Sell	-35,513	Closed	-$519K	–	572
2013 Q2	$519K	Buy	+35,513	New	+$561K	0.01%	418

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

Pinnacle Associates's BCS Position: Q2 2026 in Review

Pinnacle Associates opened a new position in Barclays (BCS) in Q2 2026: 8,632 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in BCS as recently as Q4 2015.

Pinnacle Associates first reported a position in BCS in Q2 2013 and has held it in 11 quarters since. The position peaked at $756K in Q4 2013. 558 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Pinnacle Associates held 8,632 shares of Barclays worth $232K as of Q2 2026.
Barclays was a new Pinnacle Associates position in Q2 2026.
Barclays made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #888 holding.
Pinnacle Associates first reported a position in Barclays in Q2 2013 and has held it in 11 quarters since.
Pinnacle Associates's Barclays position peaked at $756K in Q4 2013.
558 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.