Bogart Wealth LLC’s Barclays BCS Stock Holding History

Bogart Wealth LLC’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	$6.69K	Buy	249 +34	+16%	+$820	﹤0.01%	1122
2026 Q1	$4.55K	Hold	215	–	–	﹤0.01%	1086
2025 Q4	$5.47K	Sell	215 -400	-65%	-$8.86K	﹤0.01%	974
2025 Q3	$12.7K	Buy	615 +400	+186%	+$7.92K	﹤0.01%	777
2025 Q2	$4K	Hold	215	–	–	﹤0.01%	985
2025 Q1	$3.3K	Buy	215 +4	+2%	+$60	﹤0.01%	985
2024 Q4	$2.8K	Buy	+211	New	+$2.73K	﹤0.01%	1026
2018 Q2	–	Sell	-127	Closed	-$1K	–	346
2018 Q1	$1K	Hold	127	–	–	﹤0.01%	317
2017 Q4	$1K	Hold	127	–	–	﹤0.01%	308
2017 Q3	$1K	Buy	+127	New	+$1.26K	﹤0.01%	302

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

Bogart Wealth LLC's BCS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Barclays (BCS) stake by 16% in Q2 2026, buying an estimated $820 and bringing the position to 249 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Bogart Wealth LLC first reported a position in BCS in Q3 2017 and has held it in 10 quarters since. The position peaked at $12.7K in Q3 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Bogart Wealth LLC held 249 shares of Barclays worth $6.69K as of Q2 2026.
Bogart Wealth LLC bought 34 Barclays shares in Q2 2026, an estimated $820.
Barclays made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1122 holding.
Bogart Wealth LLC first reported a position in Barclays in Q3 2017 and has held it in 10 quarters since.
Bogart Wealth LLC's Barclays position peaked at $12.7K in Q3 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.