Abound Wealth Management’s Barclays BCS Stock Holding History

Abound Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3K	Hold	756	–	–	﹤0.01%	366
2026 Q1	$16K	Sell	756 -85	-10%	-$2.07K	﹤0.01%	441
2025 Q4	$21.4K	Buy	841 +813	+2,904%	+$18K	0.01%	351
2025 Q3	$579	Hold	28	–	–	﹤0.01%	918
2025 Q2	$521	Hold	28	–	–	﹤0.01%	857
2025 Q1	$431	Sell	28 -21	-43%	-$314	﹤0.01%	832
2024 Q4	$652	Hold	49	–	–	﹤0.01%	770
2024 Q3	$596	Hold	49	–	–	﹤0.01%	839
2024 Q2	$525	Hold	49	–	–	﹤0.01%	815
2024 Q1	$464	Sell	49 -7	-13%	-$57	﹤0.01%	917
2023 Q4	$442	Buy	+56	New	+$403	﹤0.01%	974

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Abound Wealth Management's BCS Position: Q2 2026 in Review

Abound Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 756 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Abound Wealth Management first reported a position in BCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.4K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Abound Wealth Management held 756 shares of Barclays worth $20.3K as of Q2 2026.
Abound Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #366 holding.
Abound Wealth Management first reported a position in Barclays in Q4 2023 and has held it in 11 quarters since.
Abound Wealth Management's Barclays position peaked at $21.4K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.