TFC Financial Management
BCS icon

TFC Financial Management’s Barclays BCS Stock Holding History

TFC Financial 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
Q3 		$17.6K Hold
725
– – ﹤0.01% 387
2026
Q2 		$19.5K Hold
725
– – ﹤0.01% 372
2026
Q1 		$15.3K Buy
+725
New +$17.7K ﹤0.01% 373

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Acadian Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

TFC Financial Management's BCS Position: Q3 2026 in Review

TFC Financial Management held its Barclays (BCS) position steady in Q3 2026 at 725 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

TFC Financial Management first reported a position in BCS in Q1 2026 and has held it in 3 quarters since. The position peaked at $19.5K in Q2 2026. 331 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • TFC Financial Management held 725 shares of Barclays worth $17.6K as of Q3 2026.
  • TFC Financial Management left its Barclays share count unchanged in Q3 2026.
  • Barclays made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #387 holding.
  • TFC Financial Management first reported a position in Barclays in Q1 2026 and has held it in 3 quarters since.
  • TFC Financial Management's Barclays position peaked at $19.5K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.