BKM Wealth Management’s Barclays BCS Stock Holding History

BKM 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	$920K	Buy	34,269 +2,762	+9%	+$66.6K	0.33%	76
2026 Q1	$667K	Buy	31,507 +1,511	+5%	+$36.8K	0.24%	90
2025 Q4	$763K	Sell	29,996 -3,354	-10%	-$74.3K	0.28%	82
2025 Q3	$689K	Buy	+33,350	New	+$660K	0.25%	88

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

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

BKM Wealth Management increased its Barclays (BCS) stake by 8.8% in Q2 2026, buying an estimated $66.6K and bringing the position to 34,269 shares worth $920K. The position accounts for 0.33% of the portfolio, ranked #76.

BKM Wealth Management first reported a position in BCS in Q3 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

BKM Wealth Management held 34,269 shares of Barclays worth $920K as of Q2 2026.
BKM Wealth Management bought 2,762 Barclays shares in Q2 2026, an estimated $66.6K.
Barclays made up 0.33% of BKM Wealth Management's portfolio in Q2 2026, its #76 holding.
BKM Wealth Management first reported a position in Barclays in Q3 2025 and has held it in 4 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.