PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC BCS β€” BARCLAYS PLC

Ownership history in PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC  Β·  5 quarters on record

AI Ownership Summary

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC reported BARCLAYS PLC (BCS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.49% in 2026 Q1. The latest visible filing shows BCS at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's position in BARCLAYS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCS was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC held BCS β€” position size vs. price
% of Fund (quarterly)    BCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 176,420 +32,201 +22.3% 0.49% $3.7M 2026-05-04 $22.85
2025 Q4 REDUCED β€” β€” β€” 144,219 -6,181 -4.1% 0.48% $3.7M 2026-02-10 $25.85
2025 Q3 REDUCED β€” β€” β€” 150,400 -2,548 -1.7% 0.41% $3.1M 2025-11-10 $21.95
2025 Q2 REDUCED β€” β€” β€” 152,948 -167 -0.1% 0.39% $2.8M 2025-08-11 $19.81
2025 Q1 INITIATED β€” β€” β€” 153,115 β€” β€” 0.34% $2.4M 2025-04-30 $15.74

FAQ About PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC and BCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC reported owning BCS?

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC reported BCS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BCS position in PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's portfolio?

The largest reported portfolio weight for BCS was 0.49% in 2026 Q1.

What is the latest reported BCS position on this page?

The most recent filing on this page is 2026 Q1, when PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC reported 176,420 shares, equal to 0.49% of portfolio, with an estimated market value of $3.7M.

What does the chart on this BCS ownership page compare?

The chart compares PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC's quarterly BCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC time their BCS position?

Based on 13F filing dates vs. subsequent BCS price moves, PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BCS relative to SPY over the holding period was +10.7%.

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