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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 $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. 560 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.
  • 560 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.