Stamos Capital Partners, L.P.

Position in BCS — Barclays PLC

CIK 1705399 Menlo Park, CA

Position in BCS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,622,635

+$551,769 QoQ

Shares Held

134,871

-7.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#118

of 552 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $30,449,509 across 5 Banks - Diversified names. BCS ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,663	$11,346,239
2	BAC	Bank Of America Corp /De/	155,337	$8,851,102
3	BCS	Barclays PLC This page	134,871	$3,622,635
4	HSBC	Hsbc Holdings PLC	37,215	$3,538,774
5	UBS	UBS Group AG	62,364	$3,090,759

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,622,635	134,871	-7.1%	Shares	Sole	2026-08-13
2026-03-31	$3,070,866	145,126	+50.7%	Shares	Sole	2026-05-14
2025-12-31	$2,451,114	96,311	-26.6%	Shares	Sole	2026-02-12
2025-09-30	$2,712,131	131,211	-40.6%	Shares	Sole	2025-11-13
2025-06-30	$4,107,627	220,959	+14.9%	Shares	Sole	2025-08-14
2025-03-31	$2,954,265	192,335	-40.1%	Shares	Sole	2025-05-14
2024-12-31	$4,268,748	321,200	-34.6%	Shares	Sole	2025-02-13
2024-09-30	$5,970,874	491,430	-14.7%	Shares	Sole	2024-11-13
2024-06-30	$6,173,458	576,420	-22.4%	Shares	Sole	2024-08-13
2024-03-31	$7,018,137	742,660	-13.6%	Shares	Sole	2024-05-14
2023-12-31	$6,776,090	859,910	-22.5%	Shares	Sole	2024-02-13
2023-09-30	$8,640,278	1,109,150	-9.8%	Shares	Sole	2023-11-13
2023-06-30	$9,664,970	1,229,640	+14.1%	Shares	Sole	2023-08-11
2023-03-31	$7,747,009	1,077,470	+25.4%	Shares	Sole	2023-05-12
2022-12-31	$6,704,490	859,550	-22.3%	Shares	Sole	2023-02-13
2022-09-30	$7,082,668	1,106,667	-20.2%	Shares	Sole	2022-11-14
2022-06-30	$10,534,740	1,386,150	+10.6%	Shares	Sole	2022-08-12
2022-03-31	$9,898,700	1,253,000	+158.4%	Shares	Sole	2022-05-13
2021-12-31	$5,018,715	484,900	+2.0%	Shares	Sole	2022-02-14
2021-09-30	$4,908,192	475,600	0.0%	Shares	Sole	2021-11-12
2021-06-30	$4,589,540	475,600	-5.3%	Shares	Sole	2021-08-13
2021-03-31	$5,135,460	502,000	0.0%	Shares	Sole	2021-05-14
2020-12-31	$4,010,980	502,000	-61.5%	Shares	Sole	2021-02-12
2020-09-30	$6,538,050	1,305,000	+51.2%	Shares	Sole	2020-11-16
2020-03-31	$3,910,101	863,157	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.