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Beverly Hills Private Wealth’s Barclays BCS Stock Holding History

Beverly Hills 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
2026
Q2 		– Sell
-10,201
Closed -$216K – 269
2026
Q1 		$216K Sell
10,201
-1,966
-16% -$47.9K 0.04% 317
2025
Q4 		$310K Sell
12,167
-81
-0.7% -$1.79K 0.05% 252
2025
Q3 		$253K Sell
12,248
-2,191
-15% -$43.4K 0.04% 294
2025
Q2 		$268K Sell
14,439
-1,279
-8% -$21.2K 0.05% 282
2025
Q1 		$241K Buy
15,718
+52
+0.3% +$778 0.05% 305
2024
Q4 		$208K Sell
15,666
-236
-1% -$3.06K 0.04% 314
2024
Q3 		$193K Buy
+15,902
New +$186K 0.04% 322

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

Beverly Hills Private Wealth's BCS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Barclays (BCS) in Q2 2026, closing a stake of 10,201 shares — an estimated $216K sold.

Beverly Hills Private Wealth first reported a position in BCS in Q3 2024 and held it in 7 quarters. The position peaked at $310K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,201 Barclays shares in Q2 2026, an estimated $216K.
  • Beverly Hills Private Wealth first reported a position in Barclays in Q3 2024 and held it in 7 quarters.
  • Beverly Hills Private Wealth's Barclays position peaked at $310K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.