Ariadne Wealth Management’s Barclays BCS Stock Holding History

Ariadne 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	$441K	Sell	16,410 -50	-0.3%	-$1.21K	0.2%	126
2026 Q1	$348K	Hold	16,460	–	–	0.16%	149
2025 Q4	$420K	Sell	16,460 -1,854	-10%	-$41.1K	0.17%	127
2025 Q3	$407K	Sell	18,314 -341	-2%	-$6.75K	0.18%	112
2025 Q2	$384K	Buy	18,655 +1,399	+8%	+$23.1K	0.18%	116
2025 Q1	$285K	Sell	17,256 -547	-3%	-$8.19K	0.15%	150
2024 Q4	$267K	Buy	17,803 +3,887	+28%	+$50.4K	0.12%	169
2024 Q3	$185K	Buy	+13,916	New	+$163K	0.1%	206

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

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

Ariadne Wealth Management reduced its Barclays (BCS) stake by 0.3% in Q2 2026, selling an estimated $1.21K and leaving 16,410 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #126.

Ariadne Wealth Management first reported a position in BCS in Q3 2024 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Ariadne Wealth Management held 16,410 shares of Barclays worth $441K as of Q2 2026.
Ariadne Wealth Management sold 50 Barclays shares in Q2 2026, an estimated $1.21K.
Barclays made up 0.2% of Ariadne Wealth Management's portfolio in Q2 2026, its #126 holding.
Ariadne Wealth Management first reported a position in Barclays in Q3 2024 and has held it in 8 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.