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Stephens Inc’s Barclays BCS Stock Holding History

Stephens Inc’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
-8,251
Closed -$210K – 1320
2025
Q4 		$210K Buy
+8,251
New +$183K ﹤0.01% 1188
2024
Q2 		– Sell
-13,168
Closed -$124K – 1279
2024
Q1 		$124K Sell
13,168
-5,359
-29% -$43.9K ﹤0.01% 1218
2023
Q4 		$146K Buy
18,527
+3,499
+23% +$25.2K ﹤0.01% 1124
2023
Q3 		$117K Sell
15,028
-10,068
-40% -$78.1K ﹤0.01% 1095
2023
Q2 		$197K Sell
25,096
-3,439
-12% -$26.6K ﹤0.01% 1073
2023
Q1 		$205K Buy
28,535
+6,394
+29% +$52.9K ﹤0.01% 1026
2022
Q4 		$173K Buy
22,141
+857
+4% +$6.25K ﹤0.01% 1022
2022
Q3 		$136K Buy
21,284
+470
+2% +$3.62K ﹤0.01% 1063
2022
Q2 		$158K Buy
20,814
+2,618
+14% +$20.5K ﹤0.01% 1091
2022
Q1 		$144K Buy
18,196
+2,315
+15% +$23.6K ﹤0.01% 1204
2021
Q4 		$164K Sell
15,881
-210
-1% -$2.2K ﹤0.01% 1235
2021
Q3 		$166K Sell
16,091
-656
-4% -$6.53K ﹤0.01% 1239
2021
Q2 		$162K Sell
16,747
-1,326
-7% -$13.5K ﹤0.01% 1230
2021
Q1 		$185K Sell
18,073
-2,575
-12% -$22.6K ﹤0.01% 1180
2020
Q4 		$165K Sell
20,648
-6,994
-25% -$46.8K ﹤0.01% 1100
2020
Q3 		$138K Buy
27,642
+10,068
+57% +$55.6K ﹤0.01% 1064
2020
Q2 		$99K Buy
17,574
+1,107
+7% +$5.77K ﹤0.01% 1052
2020
Q1 		$75K Buy
+16,467
New +$127K ﹤0.01% 997
2016
Q1 		– Sell
-13,418
Closed -$163K – 759
2015
Q4 		$163K Buy
13,418
+125
+0.9% +$1.66K 0.01% 667
2015
Q3 		$183K Sell
13,293
-869
-6% -$13.4K 0.01% 660
2015
Q2 		$217K Buy
14,162
+297
+2% +$4.46K 0.01% 692
2015
Q1 		$188K Buy
+13,865
New +$194K 0.01% 726

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 $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stephens Inc's BCS Position: Q1 2026 in Review

Stephens Inc sold out of Barclays (BCS) in Q1 2026, closing a stake of 8,251 shares — an estimated $210K sold.

Stephens Inc first reported a position in BCS in Q1 2015 and held it in 22 quarters. The position peaked at $217K in Q2 2015. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Stephens Inc reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 8,251 Barclays shares in Q1 2026, an estimated $210K.
  • Stephens Inc first reported a position in Barclays in Q1 2015 and held it in 22 quarters.
  • Stephens Inc's Barclays position peaked at $217K in Q2 2015.
  • 508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.