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TrueMark Investments’s Barclays BCS Stock Holding History

TrueMark Investments’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 		– Sell
-59,208
Closed -$1.51M – 176
2025
Q4 		$1.51M Buy
59,208
+7,701
+15% +$171K 0.29% 77
2025
Q3 		$1.06M Sell
51,507
-2,547
-5% -$50.4K 0.19% 121
2025
Q2 		$1M Buy
54,054
+8,372
+18% +$138K 0.22% 113
2025
Q1 		$702K Buy
+45,682
New +$684K 0.18% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TrueMark Investments's BCS Position: Q1 2026 in Review

TrueMark Investments sold out of Barclays (BCS) in Q1 2026, closing a stake of 59,208 shares — an estimated $1.51M sold.

TrueMark Investments first reported a position in BCS in Q1 2025 and held it in 4 quarters. The position peaked at $1.51M in Q4 2025. 508 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • TrueMark Investments reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 59,208 Barclays shares in Q1 2026, an estimated $1.51M.
  • TrueMark Investments first reported a position in Barclays in Q1 2025 and held it in 4 quarters.
  • TrueMark Investments's Barclays position peaked at $1.51M in Q4 2025.
  • 508 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.