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Strategic Global Advisors’s Barclays BCS Stock Holding History

Strategic Global Advisors’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 		$437K Buy
20,644
+4,837
+31% +$118K 0.07% 131
2025
Q4 		$402K Buy
15,807
+1,802
+13% +$39.9K 0.06% 130
2025
Q3 		$289K Buy
+14,005
New +$277K 0.04% 128
2023
Q1 		– Sell
-55,778
Closed -$435K – 141
2022
Q4 		$435K Sell
55,778
-867
-2% -$6.32K 0.07% 117
2022
Q3 		$363K Buy
56,645
+2,608
+5% +$20.1K 0.06% 122
2022
Q2 		$411K Sell
54,037
-832
-2% -$6.53K 0.06% 122
2022
Q1 		$433K Buy
54,869
+992
+2% +$10.1K 0.06% 117
2021
Q4 		$2.51M Sell
53,877
-155,358
-74% -$1.63M 0.32% 91
2021
Q3 		$2.16M Sell
209,235
-523
-0.2% -$5.21K 0.32% 94
2021
Q2 		$2.02M Buy
+209,758
New +$2.14M 0.37% 97
2020
Q3 		– Sell
-125,237
Closed -$709K – 149
2020
Q2 		$709K Buy
125,237
+13,404
+12% +$69.8K 0.15% 117
2020
Q1 		$507K Buy
+111,833
New +$863K 0.13% 118
2019
Q2 		– Sell
-113,035
Closed -$886K – 151
2019
Q1 		$886K Buy
113,035
+76,803
+212% +$617K 0.19% 112
2018
Q4 		$261K Buy
+36,232
New +$292K 0.09% 144
2018
Q1 		– Sell
-17,030
Closed -$177K – 186
2017
Q4 		$177K Hold
17,030
– – 0.06% 172
2017
Q3 		$169K Sell
17,030
-225
-1% -$2.23K 0.06% 167
2017
Q2 		$174K Buy
17,255
+98
+0.6% +$1K 0.06% 158
2017
Q1 		$183K Buy
+17,157
New +$184K 0.07% 163

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Global Advisors's BCS Position: Q1 2026 in Review

Strategic Global Advisors increased its Barclays (BCS) stake by 31% in Q1 2026, buying an estimated $118K and bringing the position to 20,644 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #131.

Strategic Global Advisors first reported a position in BCS in Q1 2017 and has held it in 18 quarters since. The position peaked at $2.51M in Q4 2021. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Strategic Global Advisors held 20,644 shares of Barclays worth $437K as of Q1 2026.
  • Strategic Global Advisors bought 4,837 Barclays shares in Q1 2026, an estimated $118K.
  • Barclays made up 0.07% of Strategic Global Advisors's portfolio in Q1 2026, its #131 holding.
  • Strategic Global Advisors first reported a position in Barclays in Q1 2017 and has held it in 18 quarters since.
  • Strategic Global Advisors's Barclays position peaked at $2.51M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.