What smart money is saying about Barclays PLC

BCSS.L

1 fund in our archive has pitched Barclays PLC — most recently Acatis in December 2025.

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Reported positions

Bought

Sold

Letters

Position history

Between Q4 2025 and Q2 2026, 9 fund letters reported a position in Barclays PLC — 2 opened or added to the position.

Fund letters reporting a position in Barclays PLC, by quarter
Quarter	Letters	Bought	Sold	Theses
Q2 2026	9	2	0	0
Q4 2025	0	0	0	1

Fund activity · 9 positions · 2 moves

HoldsRoyal London AM UK Dividend Growth Fund
June 2026
“We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
HoldsBrown Advisory International Value Select Strategy
June 2026
Listed in Brown Advisory International Value Select Strategy’s reported holdings.
Read the letterBarclays PLC
AddedRoyal London AM Diversified Asset-Backed Credit Fund
June 2026
“During the quarter we added lower tier 2 issues from Barclays, and a relatively rare issue from Goldman Sachs, adding diversification to our financials exposure.”
Read the letterBarclays PLC
HoldsRoyal London AM UK Income with Growth Trust
June 2026
“We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
HoldsRoyal London AM UK Equity Fund
June 2026
“Purpose: We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
AddedRoyal London AM Corporate Bond Fund
June 2026
“adding lower tier 2 issues from Barclays and Lloyds Bank,”
Read the letterBarclays PLC
HoldsRoyal London AM Investment Grade Short Dated Credit Fund
June 2026
Listed in Royal London AM Investment Grade Short Dated Credit Fund’s reported holdings.
Read the letterBarclays PLC
HoldsRoyal London AM Corporate Bond Monthly Income Trust
June 2026
Listed in Royal London AM Corporate Bond Monthly Income Trust’s reported holdings.
Read the letterBarclays PLC
HoldsRoyal London AM UK Growth Trust
June 2026
“We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC

Also mentioned · 5

These funds discuss Barclays PLC — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedRoyal London AM Corporate Bond Fund
June 2026
“We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
MentionedRoyal London AM Diversified Asset-Backed Credit Fund
June 2026
“We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
MentionedPM Capital Global Companies Fund
June 2026
“European banks led performance, with Barclays, Lloyds, and CaixaBank rallying 7-11%.”
Read the letterBarclays PLC
MentionedRoyal London AM Global Bond Opportunities Fund
June 2026
“Purpose: We engaged Barclays PLC, a global banking and financial services company, as part of Royal London Asset Management's Net Zero Stewardship Programme to assess its progress on climate strategy ahead of its Annual General Meeting (AGM).”
Read the letterBarclays PLC
MentionedRoyal London AM Short Duration Global Index Linked Fund
June 2026
“Bloomberg or Bloomberg's licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices.”
Read the letterBarclays PLC

Fund coverage · 1 thesis

Acatis
December 2025
Barclays is undervalued with sub-book valuation, EPS-accretive buybacks, cost cuts, and structural hedges supporting margins.
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