AWA
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Acumen Wealth Advisors’s Barclays BCS Stock Holding History

Acumen Wealth Advisors’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 		$17.9K Buy
+667
New +$16.1K ﹤0.01% 253
2026
Q1 		– Sell
-704
Closed -$17.9K – 464
2025
Q4 		$17.9K Buy
+704
New +$15.6K 0.01% 237

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acumen Wealth Advisors's BCS Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Barclays (BCS) in Q2 2026: 667 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in BCS as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in BCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.9K in Q4 2025. 555 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Acumen Wealth Advisors held 667 shares of Barclays worth $17.9K as of Q2 2026.
  • Barclays was a new Acumen Wealth Advisors position in Q2 2026.
  • Barclays made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #253 holding.
  • Acumen Wealth Advisors first reported a position in Barclays in Q4 2025 and has held it in 2 quarters since.
  • Acumen Wealth Advisors's Barclays position peaked at $17.9K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.