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 Q3	$209K	Hold	8,632	–	–	﹤0.01%	912
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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates's BCS Position: Q3 2026 in Review

Pinnacle Associates held its Barclays (BCS) position steady in Q3 2026 at 8,632 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Pinnacle Associates first reported a position in BCS in Q2 2013 and has held it in 12 quarters since. The position peaked at $756K in Q4 2013. 100 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

Pinnacle Associates held 8,632 shares of Barclays worth $209K as of Q3 2026.
Pinnacle Associates left its Barclays share count unchanged in Q3 2026.
Barclays made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #912 holding.
Pinnacle Associates first reported a position in Barclays in Q2 2013 and has held it in 12 quarters since.
Pinnacle Associates's Barclays position peaked at $756K in Q4 2013.
100 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.