Activest Wealth Management’s Barclays BCS Stock Holding History

Activest 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	$67K	Hold	2,495	–	–	0.01%	232
2026 Q1	$52.8K	Hold	2,495	–	–	0.01%	321
2025 Q4	$63.5K	Hold	2,495	–	–	0.01%	284
2025 Q3	$51.6K	Hold	2,495	–	–	0.01%	257
2025 Q2	$46.4K	Hold	2,495	–	–	0.01%	222
2025 Q1	$38.3K	Hold	2,495	–	–	0.01%	213
2024 Q4	$33.2K	Buy	+2,495	New	+$32.3K	0.01%	208

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

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

Activest Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 2,495 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #232.

Activest Wealth Management first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Activest Wealth Management held 2,495 shares of Barclays worth $67K as of Q2 2026.
Activest Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #232 holding.
Activest Wealth Management first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.