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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
2015
Q2 		– Sell
-165
Closed -$59K – 466
2015
Q1 		$59K Buy
+165
New +$2.31K 0.04% 148

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

Summit Securities Group's BCS Position: Q1 2026 in Review

Summit Securities Group opened a new position in Barclays (BCS) in Q1 2026: 300 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BCS as recently as Q3 2025.

Summit Securities Group first reported a position in BCS in Q2 2013 and has held it in 22 quarters since. The position peaked at $666K in Q4 2021. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Summit Securities Group held 300 shares of Barclays worth $6.35K as of Q1 2026.
  • Barclays was a new Summit Securities Group position in Q1 2026.
  • Barclays made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #763 holding.
  • Summit Securities Group first reported a position in Barclays in Q2 2013 and has held it in 22 quarters since.
  • Summit Securities Group's Barclays position peaked at $666K in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.