Summit Securities Group
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
2025
Q4 		– Sell
-87,000
Closed -$1.8M – 1028
2025
Q3 		$1.8M Hold
87,000
– – 0.37% 63
2025
Q2 		$1.62M Hold
87,000
– – 0.31% 64
2025
Q1 		$1.34M Hold
87,000
– – 0.21% 52
2024
Q4 		$1.16M Hold
87,000
– – 0.24% 63
2024
Q3 		$1.06M Hold
87,000
– – 0.28% 53
2024
Q2 		$932K Buy
+87,000
New +$905K 0.18% 73
2022
Q2 		– Sell
-3,000
Closed -$24K – 952
2022
Q1 		$24K Buy
+3,000
New +$30.6K ﹤0.01% 696

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Summit Securities Group's BCS Position: Q3 2026 in Review

Summit Securities Group increased its Barclays (BCS) stake by 600% in Q3 2026, buying an estimated $48.4K and bringing the position to 2,100 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Summit Securities Group first reported a position in BCS in Q2 2013 and has held it in 24 quarters since. The position peaked at $666K in Q4 2021. 295 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • Summit Securities Group held 2,100 shares of Barclays worth $51K as of Q3 2026.
  • Summit Securities Group bought 1,800 Barclays shares in Q3 2026, an estimated $48.4K.
  • Barclays made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #571 holding.
  • Summit Securities Group first reported a position in Barclays in Q2 2013 and has held it in 24 quarters since.
  • Summit Securities Group's Barclays position peaked at $666K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.