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Arkadios Wealth Advisors’s Barclays BCS Stock Holding History

Arkadios 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
Q1 		– Sell
-14,886
Closed -$379K – 1710
2025
Q4 		$379K Buy
14,886
+498
+3% +$11K 0.01% 1145
2025
Q3 		$297K Buy
+14,388
New +$285K 0.01% 1159
2024
Q4 		– Sell
-22,103
Closed -$269K – 950
2024
Q3 		$269K Buy
+22,103
New +$259K 0.02% 751

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's BCS Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of Barclays (BCS) in Q1 2026, closing a stake of 14,886 shares — an estimated $379K sold.

Arkadios Wealth Advisors first reported a position in BCS in Q3 2024 and held it in 3 quarters. The position peaked at $379K in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Arkadios Wealth Advisors reported no remaining Barclays position as of Q1 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 14,886 Barclays shares in Q1 2026, an estimated $379K.
  • Arkadios Wealth Advisors first reported a position in Barclays in Q3 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Barclays position peaked at $379K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.