Sage Mountain Advisors’s Barclays BCS Stock Holding History

Sage Mountain Advisors’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 Q1	–	Sell	-14,321	Closed	-$364K	–	318
2025 Q4	$364K	Hold	14,321	–	–	0.02%	344
2025 Q3	$296K	Buy	14,321 +2,422	+20%	+$47.9K	0.02%	372
2025 Q2	$221K	Hold	11,899	–	–	0.01%	396
2025 Q1	$183K	Hold	11,899	–	–	0.01%	382
2024 Q4	$158K	Hold	11,899	–	–	0.01%	386
2024 Q3	$145K	Buy	11,899 +132	+1%	+$1.54K	0.01%	404
2024 Q2	$126K	Buy	11,767 +838	+8%	+$8.71K	0.01%	357
2024 Q1	$103K	Buy	10,929 +74	+0.7%	+$606	0.01%	347
2023 Q4	$85.5K	Sell	10,855 -336	-3%	-$2.42K	0.01%	297
2023 Q3	$87.2K	Hold	11,191	–	–	0.01%	294
2023 Q2	$88K	Hold	11,191	–	–	0.01%	283
2023 Q1	$80.5K	Buy	+11,191	New	+$92.5K	0.01%	271

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Mountain Advisors's BCS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Barclays (BCS) in Q1 2026, closing a stake of 14,321 shares — an estimated $364K sold.

Sage Mountain Advisors first reported a position in BCS in Q1 2023 and held it in 12 quarters. The position peaked at $364K in Q4 2025. 504 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

Sage Mountain Advisors reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 14,321 Barclays shares in Q1 2026, an estimated $364K.
Sage Mountain Advisors first reported a position in Barclays in Q1 2023 and held it in 12 quarters.
Sage Mountain Advisors's Barclays position peaked at $364K in Q4 2025.
504 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.