SSG
BCS icon

Summit Securities Group’s Barclays BCS Stock Holding History

Summit Securities 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
2026
Q2 		$8.06K Hold
300
– – ﹤0.01% 886
2026
Q1 		$6.35K Buy
+300
New +$7.32K ﹤0.01% 763
2025
Q4 		– Sell
-1,400
Closed -$28.9K – 1027
2025
Q3 		$28.9K Hold
1,400
– – 0.01% 699
2025
Q2 		$26K Hold
1,400
– – 0.01% 665
2025
Q1 		$21.5K Sell
1,400
-35,600
-96% -$533K ﹤0.01% 453
2024
Q4 		$492K Buy
37,000
+7,000
+23% +$90.7K 0.1% 137
2024
Q3 		$365K Buy
30,000
+3,465
+13% +$40.6K 0.1% 117
2024
Q2 		$284K Buy
+26,535
New +$276K 0.05% 140
2023
Q1 		– Sell
-21,811
Closed -$170K – 824
2022
Q4 		$170K Buy
21,811
+4,411
+25% +$32.2K 0.01% 514
2022
Q3 		$111K Hold
17,400
– – 0.01% 509
2022
Q2 		$132K Hold
17,400
– – 0.02% 367
2022
Q1 		$137K Sell
17,400
-46,900
-73% -$478K 0.02% 453
2021
Q4 		$666K Hold
64,300
– – 0.03% 309
2021
Q3 		$664K Buy
+64,300
New +$640K 0.05% 340
2015
Q4 		– Sell
-14,465
Closed -$200K – 291
2015
Q3 		$200K Sell
14,465
-2,857
-16% -$43.9K 0.14% 87
2015
Q2 		$266K Buy
17,322
+13,450
+347% +$202K 0.13% 61
2015
Q1 		$52K Buy
3,872
+2,904
+300% +$40.7K 0.04% 156
2014
Q4 		$14K Hold
968
– – ﹤0.01% 431
2014
Q3 		$13K Sell
968
-113
-10% -$1.56K ﹤0.01% 521
2014
Q2 		$15K Hold
1,081
– – 0.01% 373
2014
Q1 		$16K Buy
+1,081
New +$17.3K 0.01% 246
2013
Q4 		– Sell
-1,513
Closed -$24K – 515
2013
Q3 		$24K Sell
1,513
-363
-19% -$5.68K 0.01% 216
2013
Q2 		$27K Buy
+1,876
New +$29.6K 0.01% 226

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Securities Group's BCS Position: Q2 2026 in Review

Summit Securities Group held its Barclays (BCS) position steady in Q2 2026 at 300 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Summit Securities Group first reported a position in BCS in Q2 2013 and has held it in 23 quarters since. The position peaked at $666K in Q4 2021. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Summit Securities Group held 300 shares of Barclays worth $8.06K as of Q2 2026.
  • Summit Securities Group left its Barclays share count unchanged in Q2 2026.
  • Barclays made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #886 holding.
  • Summit Securities Group first reported a position in Barclays in Q2 2013 and has held it in 23 quarters since.
  • Summit Securities Group's Barclays position peaked at $666K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.