Steward Financial Group’s Barclays BCS Stock Holding History

Steward Financial Group’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
2023 Q2	–	Sell	-154	Closed	-$1K	–	504
2023 Q1	$1K	Buy	+154	New	+$1.27K	﹤0.01%	583
2022 Q3	–	Sell	-154	Closed	-$1K	–	198
2022 Q2	$1K	Buy	+154	New	+$1.21K	﹤0.01%	668

Other funds holding BCS

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Steward Financial Group's BCS Position: Q2 2023 in Review

Steward Financial Group sold out of Barclays (BCS) in Q2 2023, closing a stake of 154 shares — an estimated $1K sold.

Steward Financial Group first reported a position in BCS in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 287 funds tracked by Wall St. Rank hold BCS as of Q2 2023.

Steward Financial Group reported no remaining Barclays position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 154 Barclays shares in Q2 2023, an estimated $1K.
Steward Financial Group first reported a position in Barclays in Q2 2022 and held it in 2 quarters.
Steward Financial Group's Barclays position peaked at $1K in Q1 2023.
287 funds tracked by Wall St. Rank held Barclays as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.