BKM Wealth Management
BCS icon

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
Q3 		$592K Sell
24,397
-9,872
-29% -$266K 0.19% 100
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

Ferguson Wellman Capital Management
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Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BKM Wealth Management's BCS Position: Q3 2026 in Review

BKM Wealth Management reduced its Barclays (BCS) stake by 29% in Q3 2026, selling an estimated $266K and leaving 24,397 shares worth $592K. The position accounts for 0.19% of the portfolio, ranked #100.

BKM Wealth Management first reported a position in BCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $920K in Q2 2026. 109 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

  • BKM Wealth Management held 24,397 shares of Barclays worth $592K as of Q3 2026.
  • BKM Wealth Management sold 9,872 Barclays shares in Q3 2026, an estimated $266K.
  • Barclays made up 0.19% of BKM Wealth Management's portfolio in Q3 2026, its #100 holding.
  • BKM Wealth Management first reported a position in Barclays in Q3 2025 and has held it in 5 quarters since.
  • BKM Wealth Management's Barclays position peaked at $920K in Q2 2026.
  • 109 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.