SW
BCS icon

SVB Wealth’s Barclays BCS Stock Holding History

SVB Wealth’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
Q2 		– Sell
-20,503
Closed -$315K – 623
2025
Q1 		$315K Sell
20,503
-4,097
-17% -$61.3K 0.01% 255
2024
Q4 		$327K Buy
+24,600
New +$319K 0.01% 532
2024
Q3 		– Sell
-17,921
Closed -$192K – 79
2024
Q2 		$192K Sell
17,921
-1,780
-9% -$18.5K ﹤0.01% 681
2024
Q1 		$186K Buy
19,701
+6,901
+54% +$56.5K ﹤0.01% 776
2023
Q4 		$101K Sell
12,800
-4,212
-25% -$30.3K ﹤0.01% 831
2023
Q3 		$133K Sell
17,012
-4,629
-21% -$35.9K ﹤0.01% 787
2023
Q2 		$170K Buy
21,641
+8,697
+67% +$67.3K ﹤0.01% 840
2023
Q1 		$93.1K Sell
12,944
-4,785
-27% -$39.5K ﹤0.01% 942
2022
Q4 		$138K Sell
17,729
-4,824
-21% -$35.2K ﹤0.01% 945
2022
Q3 		$143K Sell
22,553
-47,631
-68% -$367K ﹤0.01% 889
2022
Q2 		$534K Buy
70,184
+11,513
+20% +$90.4K 0.01% 430
2022
Q1 		$463K Buy
58,671
+781
+1% +$7.97K 0.01% 463
2021
Q4 		$600K Buy
57,890
+26,431
+84% +$277K 0.01% 407
2021
Q3 		$325K Buy
+31,459
New +$313K ﹤0.01% 748
2016
Q2 		– Sell
-28,062
Closed -$227K – 514
2016
Q1 		$227K Buy
28,062
+714
+3% +$6.65K 0.01% 476
2015
Q4 		$332K Sell
27,348
-14,331
-34% -$190K 0.01% 450
2015
Q3 		$575K Buy
+41,679
New +$641K 0.02% 387

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SVB Wealth's BCS Position: Q2 2025 in Review

SVB Wealth sold out of Barclays (BCS) in Q2 2025, closing a stake of 20,503 shares — an estimated $315K sold.

SVB Wealth first reported a position in BCS in Q3 2015 and held it in 17 quarters. The position peaked at $600K in Q4 2021. 428 funds tracked by Wall St. Rank hold BCS as of Q2 2025.

  • SVB Wealth reported no remaining Barclays position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 20,503 Barclays shares in Q2 2025, an estimated $315K.
  • SVB Wealth first reported a position in Barclays in Q3 2015 and held it in 17 quarters.
  • SVB Wealth's Barclays position peaked at $600K in Q4 2021.
  • 428 funds tracked by Wall St. Rank held Barclays as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.