Sowell Financial Services’s Barclays BCS Stock Holding History

Sowell Financial Services’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 Q2	$371K	Buy	13,814 +1,558	+13%	+$37.6K	0.01%	781
2026 Q1	$259K	Buy	12,256 +3,381	+38%	+$82.4K	0.01%	893
2025 Q4	$226K	Buy	+8,875	New	+$197K	0.01%	962
2021 Q2	–	Sell	-60	Closed	-$1K	–	742
2021 Q1	$1K	Sell	60 -41	-41%	-$359	﹤0.01%	2903
2020 Q4	$1K	Hold	101	–	–	﹤0.01%	2545
2020 Q3	$1K	Sell	101 -229	-69%	-$1.26K	﹤0.01%	2323
2020 Q2	$2K	Sell	330 -214	-39%	-$1.11K	﹤0.01%	2124
2020 Q1	$2K	Buy	544 +214	+65%	+$1.65K	﹤0.01%	2043
2019 Q4	$3K	Hold	330	–	–	﹤0.01%	2040
2019 Q3	$2K	Buy	+330	New	+$2.39K	﹤0.01%	2041

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sowell Financial Services's BCS Position: Q2 2026 in Review

Sowell Financial Services increased its Barclays (BCS) stake by 13% in Q2 2026, buying an estimated $37.6K and bringing the position to 13,814 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #781.

Sowell Financial Services first reported a position in BCS in Q3 2019 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Sowell Financial Services held 13,814 shares of Barclays worth $371K as of Q2 2026.
Sowell Financial Services bought 1,558 Barclays shares in Q2 2026, an estimated $37.6K.
Barclays made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #781 holding.
Sowell Financial Services first reported a position in Barclays in Q3 2019 and has held it in 10 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.