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Barclays shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Barclays (BCS) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Barclays

Tip: Access up to 7 years of quarterly data

All positions including Barclays held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Barclays by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 9.0k 25.45
2024-09-30 $24k 2.0k 12.15

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Capital Performance Advisors

Top funds holding Barclays

Fisher Investments
Acadian Asset Management
Natixis Asset Management Advisors
FMR
Goldman Sachs Group
Dimensional Fund Advisors
Royal Bank of Canada
Northern Trust
Arrowstreet Capital, Limited Partnership
Raymond James Financial
American Century Companies
Ameriprise Financial
Causeway Capital Management
Sei Investments
BlackRock

View all funds holding Barclays