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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.