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Aprio Wealth Management’s Barclays BCS Stock Holding History

Aprio 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 		$613K Buy
22,816
+2,086
+10% +$50.3K 0.03% 336
2026
Q1 		$439K Buy
20,730
+125
+0.6% +$3.05K 0.02% 393
2025
Q4 		$524K Buy
20,605
+586
+3% +$13K 0.03% 311
2025
Q3 		$414K Buy
20,019
+1,350
+7% +$26.7K 0.04% 260
2025
Q2 		$347K Buy
18,669
+54
+0.3% +$893 0.04% 250
2025
Q1 		$286K Buy
18,615
+3,383
+22% +$50.6K 0.04% 276
2024
Q4 		$202K Buy
15,232
+2,181
+17% +$28.3K 0.03% 299
2024
Q3 		$159K Sell
13,051
-644
-5% -$7.54K 0.03% 276
2024
Q2 		$147K Buy
13,695
+3,499
+34% +$36.4K 0.03% 247
2024
Q1 		$96.4K Buy
+10,196
New +$83.5K 0.02% 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

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

Aprio Wealth Management increased its Barclays (BCS) stake by 10% in Q2 2026, buying an estimated $50.3K and bringing the position to 22,816 shares worth $613K. The position accounts for 0.03% of the portfolio, ranked #336.

Aprio Wealth Management first reported a position in BCS in Q1 2024 and has held it in 10 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Aprio Wealth Management held 22,816 shares of Barclays worth $613K as of Q2 2026.
  • Aprio Wealth Management bought 2,086 Barclays shares in Q2 2026, an estimated $50.3K.
  • Barclays made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Aprio Wealth Management first reported a position in Barclays in Q1 2024 and has held it in 10 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.