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Atlantic Private Wealth’s Barclays BCS Stock Holding History

Atlantic Private Wealth’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
2025
Q4 		– Sell
-203
Closed -$4.2K – 394
2025
Q3 		$4.2K Hold
203
– – ﹤0.01% 199
2025
Q2 		$3.78K Buy
+203
New +$3.36K ﹤0.01% 200

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlantic Private Wealth's BCS Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Barclays (BCS) in Q4 2025, closing a stake of 203 shares — an estimated $4.2K sold.

Atlantic Private Wealth first reported a position in BCS in Q2 2025 and held it in 2 quarters. The position peaked at $4.2K in Q3 2025. 507 funds tracked by Wall St. Rank hold BCS as of Q4 2025.

  • Atlantic Private Wealth reported no remaining Barclays position as of Q4 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 203 Barclays shares in Q4 2025, an estimated $4.2K.
  • Atlantic Private Wealth first reported a position in Barclays in Q2 2025 and held it in 2 quarters.
  • Atlantic Private Wealth's Barclays position peaked at $4.2K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held Barclays as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.