Pinnacle Bancorp’s Barclays BCS Stock Holding History

Pinnacle Bancorp’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	$9.46K	Hold	390	–	–	﹤0.01%	739
2026 Q2	$10.5K	Buy	+390	New	+$9.41K	﹤0.01%	737
2025 Q1	–	Sell	-495	Closed	-$6.58K	–	905
2024 Q4	$6.58K	Sell	495 -117	-19%	-$1.52K	﹤0.01%	752
2024 Q3	$7.44K	Hold	612	–	–	﹤0.01%	731
2024 Q2	$6.56K	Sell	612 -215	-26%	-$2.24K	﹤0.01%	716
2024 Q1	$7.82K	Hold	827	–	–	﹤0.01%	691
2023 Q4	$6.52K	Hold	827	–	–	﹤0.01%	683
2023 Q3	$6.44K	Hold	827	–	–	﹤0.01%	667
2023 Q2	$6.5K	Hold	827	–	–	﹤0.01%	653
2023 Q1	$5.95K	Buy	827 +206	+33%	+$1.7K	﹤0.01%	685
2022 Q4	$5K	Hold	621	–	–	﹤0.01%	639
2022 Q3	$4K	Hold	621	–	–	﹤0.01%	650
2022 Q2	$5K	Hold	621	–	–	﹤0.01%	650
2022 Q1	$5K	Buy	621 +206	+50%	+$2.1K	﹤0.01%	662
2021 Q4	$4K	Sell	415 -119	-22%	-$1.25K	﹤0.01%	678
2021 Q3	$6K	Sell	534 -110	-17%	-$1.1K	﹤0.01%	650
2021 Q2	$6K	Hold	644	–	–	﹤0.01%	649
2021 Q1	$7K	Buy	+644	New	+$5.64K	﹤0.01%	629
2020 Q3	–	Sell	-867	Closed	-$5K	–	667
2020 Q2	$5K	Hold	867	–	–	﹤0.01%	591
2020 Q1	$4K	Buy	+867	New	+$6.69K	﹤0.01%	603
2019 Q2	–	Sell	-542	Closed	-$4K	–	688
2019 Q1	$4K	Sell	542 -13	-2%	-$104	﹤0.01%	637
2018 Q4	$4K	Buy	+555	New	+$4.47K	﹤0.01%	654

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 Bancorp's BCS Position: Q3 2026 in Review

Pinnacle Bancorp held its Barclays (BCS) position steady in Q3 2026 at 390 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Pinnacle Bancorp first reported a position in BCS in Q4 2018 and has held it in 22 quarters since. The position peaked at $10.5K in Q2 2026. 91 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

Pinnacle Bancorp held 390 shares of Barclays worth $9.46K as of Q3 2026.
Pinnacle Bancorp left its Barclays share count unchanged in Q3 2026.
Barclays made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #739 holding.
Pinnacle Bancorp first reported a position in Barclays in Q4 2018 and has held it in 22 quarters since.
Pinnacle Bancorp's Barclays position peaked at $10.5K in Q2 2026.
91 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.