Stamos Capital Partners’s Barclays BCS Stock Holding History

Stamos Capital Partners’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	$3.62M	Sell	134,871 -10,255	-7%	-$247K	0.56%	65
2026 Q1	$3.07M	Buy	145,126 +48,815	+51%	+$1.19M	0.48%	72
2025 Q4	$2.45M	Sell	96,311 -34,900	-27%	-$773K	0.39%	82
2025 Q3	$2.71M	Sell	131,211 -89,748	-41%	-$1.78M	0.51%	56
2025 Q2	$4.11M	Buy	220,959 +28,624	+15%	+$474K	0.74%	42
2025 Q1	$2.95M	Sell	192,335 -128,865	-40%	-$1.93M	0.77%	37
2024 Q4	$4.27M	Sell	321,200 -170,230	-35%	-$2.21M	1%	27
2024 Q3	$5.97M	Sell	491,430 -84,990	-15%	-$995K	1.41%	18
2024 Q2	$6.17M	Sell	576,420 -166,240	-22%	-$1.73M	1.31%	16
2024 Q1	$7.02M	Sell	742,660 -117,250	-14%	-$960K	1.59%	12
2023 Q4	$6.78M	Sell	859,910 -249,240	-22%	-$1.8M	1.84%	13
2023 Q3	$8.64M	Sell	1,109,150 -120,490	-10%	-$935K	1.92%	12
2023 Q2	$9.66M	Buy	1,229,640 +152,170	+14%	+$1.18M	2.26%	8
2023 Q1	$7.75M	Buy	1,077,470 +217,920	+25%	+$1.8M	2%	12
2022 Q4	$6.7M	Sell	859,550 -247,117	-22%	-$1.8M	2.12%	10
2022 Q3	$7.08M	Sell	1,106,667 -279,483	-20%	-$2.15M	1.8%	17
2022 Q2	$10.5M	Buy	1,386,150 +133,150	+11%	+$1.05M	3.19%	4
2022 Q1	$9.9M	Buy	1,253,000 +768,100	+158%	+$7.84M	3.3%	8
2021 Q4	$5.02M	Buy	484,900 +9,300	+2%	+$97.5K	2.33%	18
2021 Q3	$4.91M	Hold	475,600	–	–	2.75%	12
2021 Q2	$4.59M	Sell	475,600 -26,400	-5%	-$270K	2.42%	20
2021 Q1	$5.13M	Hold	502,000	–	–	2.59%	17
2020 Q4	$4.01M	Sell	502,000 -803,000	-62%	-$5.37M	1.71%	20
2020 Q3	$6.54M	Buy	+1,305,000	New	+$7.21M	2.43%	14
2020 Q2	–	Sell	-863,157	Closed	-$3.91M	–	61
2020 Q1	$3.91M	Buy	863,157 +704,357	+444%	+$5.44M	2.06%	15
2019 Q4	$1.51M	Sell	158,800 -23,200	-13%	-$200K	1.22%	24
2019 Q3	$1.34M	Buy	182,000 +148,304	+440%	+$1.07M	1.19%	22
2019 Q2	$253K	Buy	33,696 +3,063	+10%	+$24.2K	0.25%	45
2019 Q1	$257K	Buy	+30,633	New	+$246K	0.33%	56

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

Stamos Capital Partners's BCS Position: Q2 2026 in Review

Stamos Capital Partners reduced its Barclays (BCS) stake by 7.1% in Q2 2026, selling an estimated $247K and leaving 134,871 shares worth $3.62M. The position accounts for 0.56% of the portfolio, ranked #65.

Stamos Capital Partners first reported a position in BCS in Q1 2019 and has held it in 29 quarters since. The position peaked at $10.5M in Q2 2022. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Stamos Capital Partners held 134,871 shares of Barclays worth $3.62M as of Q2 2026.
Stamos Capital Partners sold 10,255 Barclays shares in Q2 2026, an estimated $247K.
Barclays made up 0.56% of Stamos Capital Partners's portfolio in Q2 2026, its #65 holding.
Stamos Capital Partners first reported a position in Barclays in Q1 2019 and has held it in 29 quarters since.
Stamos Capital Partners's Barclays position peaked at $10.5M in Q2 2022.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.