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 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 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

SYM Financial Corp's BCS Position: Q1 2026 in Review

SYM Financial Corp increased its Barclays (BCS) stake by 0.75% in Q1 2026, buying an estimated $2.19K and bringing the position to 12,096 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #251.

SYM Financial Corp first reported a position in BCS in Q2 2024 and has held it in 8 quarters since. The position peaked at $330K in Q2 2025. 504 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

SYM Financial Corp held 12,096 shares of Barclays worth $256K as of Q1 2026.
SYM Financial Corp bought 90 Barclays shares in Q1 2026, an estimated $2.19K.
Barclays made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #251 holding.
SYM Financial Corp first reported a position in Barclays in Q2 2024 and has held it in 8 quarters since.
SYM Financial Corp's Barclays position peaked at $330K in Q2 2025.
504 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.