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Bluebird Wealth Management’s Barclays BCS Stock Holding History

Bluebird 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 		$2.35M Sell
87,548
-15,475
-15% -$373K 2.04% 11
2026
Q1 		$2.18M Sell
103,023
-247
-0.2% -$6.02K 2.23% 9
2025
Q4 		$2.63M Buy
+103,270
New +$2.29M 2.46% 10

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

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

Bluebird Wealth Management reduced its Barclays (BCS) stake by 15% in Q2 2026, selling an estimated $373K and leaving 87,548 shares worth $2.35M. The position accounts for 2.04% of the portfolio, ranked #11.

Bluebird Wealth Management first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Bluebird Wealth Management held 87,548 shares of Barclays worth $2.35M as of Q2 2026.
  • Bluebird Wealth Management sold 15,475 Barclays shares in Q2 2026, an estimated $373K.
  • Barclays made up 2.04% of Bluebird Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Bluebird Wealth Management first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Barclays position peaked at $2.63M in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.