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Baron Wealth Management’s Barclays BCS Stock Holding History

Baron 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 		$1.1M Buy
40,847
+5,559
+16% +$134K 0.28% 43
2026
Q1 		$747K Sell
35,288
-2,994
-8% -$73K 0.22% 63
2025
Q4 		$974K Buy
38,282
+3,849
+11% +$85.3K 0.3% 42
2025
Q3 		$712K Buy
34,433
+1,496
+5% +$29.6K 0.24% 56
2025
Q2 		$612K Buy
32,937
+888
+3% +$14.7K 0.22% 67
2025
Q1 		$492K Buy
32,049
+13,369
+72% +$200K 0.22% 77
2024
Q4 		$248K Buy
18,680
+1,937
+12% +$25.1K 0.12% 146
2024
Q3 		$203K Buy
16,743
+6,062
+57% +$71K 0.1% 192
2024
Q2 		$114K Buy
+10,681
New +$111K 0.06% 177

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

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

Baron Wealth Management increased its Barclays (BCS) stake by 16% in Q2 2026, buying an estimated $134K and bringing the position to 40,847 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #43.

Baron 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.

  • Baron Wealth Management held 40,847 shares of Barclays worth $1.1M as of Q2 2026.
  • Baron Wealth Management bought 5,559 Barclays shares in Q2 2026, an estimated $134K.
  • Barclays made up 0.28% of Baron Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Baron 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 Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.