SFC
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SYM Financial Corp’s Barclays BCS Stock Holding History

SYM Financial Corp’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
2026
Q2 		$379K Buy
14,113
+2,017
+17% +$48.6K 0.03% 200
2026
Q1 		$256K Buy
12,096
+90
+0.7% +$2.19K 0.03% 251
2025
Q4 		$306K Sell
12,006
-96
-0.8% -$2.13K 0.03% 221
2025
Q3 		$250K Sell
12,102
-5,671
-32% -$112K 0.03% 256
2025
Q2 		$330K Sell
17,773
-1,574
-8% -$26K 0.04% 186
2025
Q1 		$297K Buy
19,347
+2,073
+12% +$31K 0.04% 171
2024
Q4 		$230K Buy
17,274
+1,149
+7% +$14.9K 0.03% 205
2024
Q3 		$196K Buy
16,125
+410
+3% +$4.8K 0.03% 180
2024
Q2 		$168K Buy
+15,715
New +$163K 0.03% 165

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

SYM Financial Corp's BCS Position: Q2 2026 in Review

SYM Financial Corp increased its Barclays (BCS) stake by 17% in Q2 2026, buying an estimated $48.6K and bringing the position to 14,113 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #200.

SYM Financial Corp first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • SYM Financial Corp held 14,113 shares of Barclays worth $379K as of Q2 2026.
  • SYM Financial Corp bought 2,017 Barclays shares in Q2 2026, an estimated $48.6K.
  • Barclays made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #200 holding.
  • SYM Financial Corp first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
  • 559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.