Synergy Investment Management’s Barclays BCS Stock Holding History

Synergy Investment Management’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	$20.9K	Buy	+801	New	+$19.3K	0.01%	508

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Synergy Investment Management's BCS Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Barclays (BCS) in Q2 2026: 801 shares worth $20.9K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Synergy Investment Management held 801 shares of Barclays worth $20.9K as of Q2 2026.
Barclays was a new Synergy Investment Management position in Q2 2026.
Barclays made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #508 holding.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.