Freestone Capital Holdings, LLC

Position in BCS — Barclays PLC

CIK 1470876 Seattle, WA

Position in BCS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$242,948

-$32 QoQ

Shares Held

9,045

-21.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#346

of 552 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $72,838,952 across 8 Banks - Diversified names. BCS ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	112,378	$36,784,690
2	BAC	Bank Of America Corp /De/	287,114	$16,359,755
3	WFC	Wells Fargo & Company/Mn	176,979	$14,625,544
4	C	Citigroup Inc	19,952	$2,792,481
5	BNY	Bank of New York Mellon Corp	9,210	$1,331,858
6	HSBC	Hsbc Holdings PLC	4,284	$407,365
7	RY	Royal Bank Of Canada	1,422	$294,311
8	BCS	Barclays PLC This page	9,045	$242,948

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$242,948	9,045	-21.2%	Shares	Defined	2026-07-31
2026-03-31	$242,980	11,483	+7.5%	Shares	Defined	2026-05-13
2025-12-31	$271,780	10,679	-2.3%	Shares	Defined	2026-01-23
2025-09-30	$225,923	10,930	-41.7%	Shares	Defined	2025-11-12
2024-09-30	$227,897	18,757	-2.1%	Shares	Defined	2024-11-14
2024-06-30	$205,117	19,152	+2.1%	Shares	Defined	2024-11-22
2024-03-31	$177,253	18,757	-24.4%	Shares	Defined	2024-11-22
2023-12-31	$195,526	24,813	0.0%	Shares	Defined	2024-02-13
2023-09-30	$193,293	24,813	-15.3%	Shares	Defined	2023-11-14
2023-06-30	$230,313	29,302	+0.9%	Shares	Defined	2023-08-09
2023-03-31	$208,776	29,037	-2.9%	Shares	Defined	2023-05-12
2022-12-31	$233,368	29,919	-18.0%	Shares	Defined	2023-02-13
2022-09-30	$233,491	36,483	-32.8%	Shares	Defined	2022-11-09
2022-06-30	$412,832	54,320	-73.2%	Shares	Defined	2022-08-09
2022-03-31	$1,601,085	202,669	+4.4%	Shares	Defined	2022-05-12
2021-12-31	$2,009,659	194,170	+18.0%	Shares	Defined	2022-02-14
2021-09-30	$1,698,217	164,556	-17.7%	Shares	Defined	2021-11-15
2021-06-30	$1,929,295	199,927	+36.3%	Shares	Defined	2021-08-16
2021-03-31	$1,500,321	146,659	-10.7%	Shares	Defined	2021-05-17
2020-12-31	$1,311,734	164,172	-49.0%	Shares	Defined	2021-02-16
2020-09-30	$1,611,862	321,729	-5.1%	Shares	Defined	2020-11-06
2020-06-30	$1,918,643	338,983	+3.9%	Shares	Defined	2020-08-04
2020-03-31	$1,477,541	326,168	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.