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Sheets Smith Investment Management’s Barclays BCS Stock Holding History

Sheets Smith Investment Management’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
Q3 		$1.97M Sell
95,470
-33
-0% -$653 1.28% 20
2025
Q2 		$1.78M Buy
+95,503
New +$1.58M 1.56% 19

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sheets Smith Investment Management's BCS Position: Q3 2025 in Review

Sheets Smith Investment Management reduced its Barclays (BCS) stake by 0.03% in Q3 2025, selling an estimated $653 and leaving 95,470 shares worth $1.97M. The position accounts for 1.28% of the portfolio, ranked #20.

Sheets Smith Investment Management first reported a position in BCS in Q2 2025 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

  • Sheets Smith Investment Management held 95,470 shares of Barclays worth $1.97M as of Q3 2025.
  • Sheets Smith Investment Management sold 33 Barclays shares in Q3 2025, an estimated $653.
  • Barclays made up 1.28% of Sheets Smith Investment Management's portfolio in Q3 2025, its #20 holding.
  • Sheets Smith Investment Management first reported a position in Barclays in Q2 2025 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.