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Summit Wealth Group (Colorado)’s Barclays BCS Stock Holding History

Summit Wealth Group (Colorado)’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
-2,856
Closed -$213K – 307
2025
Q3 		$213K Buy
+2,856
New +$56.5K 0.02% 452

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BCS Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Barclays (BCS) in Q4 2025, closing a stake of 2,856 shares — an estimated $213K sold.

Summit Wealth Group (Colorado) first reported a position in BCS in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,856 Barclays shares in Q4 2025, an estimated $213K.
  • Summit Wealth Group (Colorado) first reported a position in Barclays in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Barclays position peaked at $213K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.