Atlantic Edge Private Wealth Management’s Barclays BCS Stock Holding History

Atlantic Edge Private 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	$5.37K	Hold	200	–	–	﹤0.01%	488
2026 Q1	$4.23K	Hold	200	–	–	﹤0.01%	477
2025 Q4	$5.09K	Hold	200	–	–	﹤0.01%	459
2025 Q3	$4.13K	Hold	200	–	–	﹤0.01%	457
2025 Q2	$3.72K	Hold	200	–	–	﹤0.01%	438
2025 Q1	$3.07K	Hold	200	–	–	﹤0.01%	437
2024 Q4	$2.66K	Hold	200	–	–	﹤0.01%	430
2024 Q3	$2.43K	Hold	200	–	–	﹤0.01%	438
2024 Q2	$2.14K	Buy	+200	New	+$2.08K	﹤0.01%	424

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

Atlantic Edge Private Wealth Management's BCS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 200 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Atlantic Edge Private Wealth Management first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Atlantic Edge Private Wealth Management held 200 shares of Barclays worth $5.37K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #488 holding.
Atlantic Edge Private Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.