Public ownership evidence

Barclays PLC (BCS) Ownership Disclosures

Read BCS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Barclays PLC: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
395
Value (USD)
$10,610
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BCS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BCS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-29395$10,610None
Cornerstone Financial Management LLC2026-03-312026-08-29155$3,280None
Cornerstone Financial Management LLC2025-12-312026-08-29130$3,309None
Advisors Asset Management, Inc.2021-12-312026-08-2812,714$131,590None
Advisors Asset Management, Inc.2022-12-312026-08-2823,824$185,827None
Advisors Asset Management, Inc.2022-06-302026-08-2819,471$148,000None
Advisors Asset Management, Inc.2021-09-302026-08-282,949$30,000None
Corient Private Wealth LP2026-06-302026-08-2817,396$467,264None
Corient Private Wealth LP2026-06-302026-08-2869,642$1,870,597None
Principia Wealth Advisory, LLC2026-06-302026-08-27285$7,655None
Principia Wealth Advisory, LLC2026-03-312026-08-27227$4,803None
Brown Financial Advisors2026-06-302026-08-2711,308$303,733None
Advisors Asset Management, Inc.2024-03-312026-08-2731,001$292,959None
Advisors Asset Management, Inc.2025-03-312026-08-2768,311$1,049,257None
Advisors Asset Management, Inc.2022-09-302026-08-2722,596$145,000None
Advisors Asset Management, Inc.2022-03-312026-08-2715,944$125,958None
Advisors Asset Management, Inc.2023-06-302026-08-2728,620$224,953None
Advisors Asset Management, Inc.2023-09-302026-08-2729,032$226,159None
Advisors Asset Management, Inc.2023-03-312026-08-2724,486$176,054None
Advisors Asset Management, Inc.2025-09-302026-08-27100,564$2,078,658None
Advisors Asset Management, Inc.2023-12-312026-08-2731,328$246,865None
Groupe la Francaise2026-06-302026-08-26120$3,978Put
Advisors Asset Management, Inc.2025-06-302026-08-2588,163$1,638,950None
Advisors Asset Management, Inc.2024-09-302026-08-2253,149$645,760None
Advisors Asset Management, Inc.2024-06-302026-08-2240,109$429,567None
Advisors Asset Management, Inc.2024-12-312026-08-2259,761$794,224None
Advisors Asset Management, Inc.2025-12-312026-08-22117,404$2,987,932None
Rehmann Capital Advisory Group2026-06-302026-08-2152,498$1,410,108None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-2150$1,343None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20305,135$8,195,919None
Beacon Pointe Advisors, LLC2026-06-302026-08-1924,751$664,815None
Corient Private Wealth LP2026-06-302026-08-1887,675$2,354,944None
Pure Financial Advisors, LLC2026-06-302026-08-1824,663$662,446None
Transamerica Financial Advisors, LLC2026-06-302026-08-183,947$106,020None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1841,005$1,101,391None
Wiser Advisor Group LLC2026-06-302026-08-18302$8,108None
Jefferies Financial Group Inc.2026-06-302026-08-1830,587$821,567None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18368,120$9,887,703None
Oakmont Investment Advisors, Inc.2026-06-302026-08-1523,000$617,780None
Oakmont Investment Advisors, Inc.2026-03-312026-08-1523,000$486,680None
Oakmont Investment Advisors, Inc.2025-12-312026-08-1523,000$585,350None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-156,092$163,618None
Capital Wealth Planning, LLC2026-06-302026-08-15865,699$23,252,675None
AMERIFLEX GROUP, INC.2026-06-302026-08-15514$13,806None
Synergy Investment Management, LLC2026-06-302026-08-15537$13,989None
Synergy Investment Management, LLC2026-06-302026-08-1584$2,188None
Synergy Investment Management, LLC2026-06-302026-08-15180$4,689None
Graham Capital Management, L.P.2026-06-302026-08-15133,696$3,591,075None
SEI INVESTMENTS CO2026-06-302026-08-152,031,334$54,561,631None
SEI INVESTMENTS CO2026-06-302026-08-151,423,016$38,221,940None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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