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Capital Wealth Planning’s Barclays BCS Stock Holding History

Capital Wealth Planning’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 		$23.3M Sell
865,699
-40,524
-4% -$977K 0.12% 67
2026
Q1 		$19.2M Buy
906,223
+147,511
+19% +$3.6M 0.11% 58
2025
Q4 		$19.8M Buy
758,712
+92,580
+14% +$2.05M 0.13% 39
2025
Q3 		$13.8M Buy
666,132
+160,195
+32% +$3.17M 0.1% 40
2025
Q2 		$9.41M Sell
505,937
-30,338
-6% -$502K 0.07% 38
2025
Q1 		$8.24M Buy
536,275
+134,574
+34% +$2.01M 0.07% 31
2024
Q4 		$5.34M Buy
401,701
+102,466
+34% +$1.33M 0.05% 39
2024
Q3 		$3.64M Buy
299,235
+61,485
+26% +$720K 0.03% 52
2024
Q2 		$2.55M Buy
+237,750
New +$2.47M 0.03% 65

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

Capital Wealth Planning's BCS Position: Q2 2026 in Review

Capital Wealth Planning reduced its Barclays (BCS) stake by 4.5% in Q2 2026, selling an estimated $977K and leaving 865,699 shares worth $23.3M. The position accounts for 0.12% of the portfolio, ranked #67.

Capital Wealth Planning first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Capital Wealth Planning held 865,699 shares of Barclays worth $23.3M as of Q2 2026.
  • Capital Wealth Planning sold 40,524 Barclays shares in Q2 2026, an estimated $977K.
  • Barclays made up 0.12% of Capital Wealth Planning's portfolio in Q2 2026, its #67 holding.
  • Capital Wealth Planning first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.