CAPE — BARCLAYS BK PLC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in BARCLAYS BK PLC (CAPE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q1)
Avg. % of fund
0.01%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,371 -2 -0.0% 0.00% $240K $32.32
2025 Q2 REDUCED 7,373 -233,767 -96.9% 0.00% $235K $31.45
2022 Q3 REDUCED 241,140 -128,647 -34.8% 0.01% $4.4M $19.16
2022 Q2 REDUCED 369,787 -13,946 -3.6% 0.02% $6.9M $19.86
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CAPE price (monthly, adj. close)

Other funds also holding CAPE

As of 2025 Q4 — sorted by position size

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 8.58% WADDELL & ASSOCIATES, LLC 3Y 4.56% Clear Point Advisors Inc. 3.67% Santori & Peters, Inc. 3Y 7Y 2.78% Armor Investment Advisors, LLC 3Y 7Y 2.64% HF Advisory Group, LLC 3Y 1.37% Evensky & Katz LLC 3Y 7Y 0.96% Socha Financial Group, LLC 3Y 0.94% Main Street Financial Solutions, LLC 3Y 0.3% AVAII WEALTH MANAGEMENT, LLC 3Y 0.27%
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