Sierra Ocean’s Barclays BCS Stock Holding History

Sierra Ocean’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	–	Sell	-2,519	Closed	-$46.8K	–	148
2025 Q2	$46.8K	Hold	2,519	–	–	0.03%	196
2025 Q1	$38.7K	Sell	2,519 -377	-13%	-$5.64K	0.03%	208
2024 Q4	$38.5K	Buy	+2,896	New	+$37.5K	0.03%	207

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sierra Ocean's BCS Position: Q3 2025 in Review

Sierra Ocean sold out of Barclays (BCS) in Q3 2025, closing a stake of 2,519 shares — an estimated $46.8K sold.

Sierra Ocean first reported a position in BCS in Q4 2024 and held it in 3 quarters. The position peaked at $46.8K in Q2 2025. 444 funds tracked by Wall St. Rank hold BCS as of Q3 2025.

Sierra Ocean reported no remaining Barclays position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 2,519 Barclays shares in Q3 2025, an estimated $46.8K.
Sierra Ocean first reported a position in Barclays in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Barclays position peaked at $46.8K in Q2 2025.
444 funds tracked by Wall St. Rank held Barclays as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.