Syverson Strege & Co’s Barclays BCS Stock Holding History

Syverson Strege & Co’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	$378K	Buy	14,059 +727	+5%	+$17.5K	0.08%	104
2026 Q1	$282K	Sell	13,332 -564	-4%	-$13.8K	0.07%	125
2025 Q4	$354K	Buy	13,896 +720	+5%	+$15.9K	0.08%	99
2025 Q3	$272K	Buy	13,176 +182	+1%	+$3.6K	0.07%	127
2025 Q2	$242K	Buy	+12,994	New	+$215K	0.06%	142
2023 Q2	–	Sell	-1,099	Closed	-$7.9K	–	120
2023 Q1	$7.9K	Buy	+1,099	New	+$9.08K	﹤0.01%	278
2021 Q4	–	Sell	-1,106	Closed	-$11K	–	317
2021 Q3	$11K	Buy	+1,106	New	+$11K	0.01%	229

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

Syverson Strege & Co's BCS Position: Q2 2026 in Review

Syverson Strege & Co increased its Barclays (BCS) stake by 5.5% in Q2 2026, buying an estimated $17.5K and bringing the position to 14,059 shares worth $378K. The position accounts for 0.08% of the portfolio, ranked #104.

Syverson Strege & Co first reported a position in BCS in Q3 2021 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Syverson Strege & Co held 14,059 shares of Barclays worth $378K as of Q2 2026.
Syverson Strege & Co bought 727 Barclays shares in Q2 2026, an estimated $17.5K.
Barclays made up 0.08% of Syverson Strege & Co's portfolio in Q2 2026, its #104 holding.
Syverson Strege & Co first reported a position in Barclays in Q3 2021 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.