Bradley & Co Private Wealth Management’s Barclays BCS Stock Holding History

Bradley & Co Private 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	$517K	Hold	19,264	–	–	0.25%	42
2026 Q1	$408K	Hold	19,264	–	–	0.21%	45
2025 Q4	$490K	Hold	19,264	–	–	0.26%	32
2025 Q3	$398K	Hold	19,264	–	–	0.22%	33
2025 Q2	$358K	Hold	19,264	–	–	0.22%	33
2025 Q1	$296K	Hold	19,264	–	–	0.2%	33
2024 Q4	$256K	Buy	+19,264	New	+$250K	0.16%	36
2024 Q2	$206K	Hold	19,264	–	–	0.15%	37
2024 Q1	$182K	Hold	19,264	–	–	0.15%	38
2023 Q4	$152K	Hold	19,264	–	–	0.14%	36
2023 Q3	$150K	Hold	19,264	–	–	0.16%	34
2023 Q2	$151K	Sell	19,264 -10,000	-34%	-$77.4K	0.15%	35
2023 Q1	$210K	Hold	29,264	–	–	0.23%	30
2022 Q4	$228K	Hold	29,264	–	–	0.28%	30
2022 Q3	$187K	Hold	29,264	–	–	0.22%	36
2022 Q2	$222K	Buy	29,264 +1,264	+5%	+$9.92K	0.24%	42
2022 Q1	$221K	Hold	28,000	–	–	0.19%	46
2021 Q4	$290K	Hold	28,000	–	–	0.23%	42
2021 Q3	$289K	Hold	28,000	–	–	0.25%	43
2021 Q2	$270K	Hold	28,000	–	–	0.24%	45
2021 Q1	$286K	Buy	+28,000	New	+$245K	0.26%	45

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

Bradley & Co Private Wealth Management's BCS Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 19,264 shares worth $517K. The position accounts for 0.25% of the portfolio, ranked #42.

Bradley & Co Private Wealth Management first reported a position in BCS in Q1 2021 and has held it in 21 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Bradley & Co Private Wealth Management held 19,264 shares of Barclays worth $517K as of Q2 2026.
Bradley & Co Private Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up 0.25% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Bradley & Co Private Wealth Management first reported a position in Barclays in Q1 2021 and has held it in 21 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.