R Squared’s Barclays BCS Stock Holding History

R Squared’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
2025 Q4	–	Sell	-36,519	Closed	-$755K	–	539
2025 Q3	$755K	Buy	36,519 +14,018	+62%	+$278K	0.32%	68
2025 Q2	$418K	Buy	+22,501	New	+$372K	0.23%	139
2025 Q1	–	Sell	-440	Closed	-$5.85K	–	432
2024 Q4	$5.85K	Buy	+440	New	+$5.7K	0.01%	1283

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

R Squared's BCS Position: Q4 2025 in Review

R Squared sold out of Barclays (BCS) in Q4 2025, closing a stake of 36,519 shares — an estimated $755K sold.

R Squared first reported a position in BCS in Q4 2024 and held it in 3 quarters. The position peaked at $755K in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

R Squared reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
R Squared sold 36,519 Barclays shares in Q4 2025, an estimated $755K.
R Squared first reported a position in Barclays in Q4 2024 and held it in 3 quarters.
R Squared's Barclays position peaked at $755K in Q3 2025.
507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.