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Cassaday & Co Wealth Management’s Barclays BCS Stock Holding History

Cassaday & Co 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 		$25.1K Buy
934
+915
+4,816% +$22.1K ﹤0.01% 737
2026
Q1 		$403 Buy
+19
New +$463 ﹤0.01% 1208

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

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

Cassaday & Co Wealth Management increased its Barclays (BCS) stake by 4,816% in Q2 2026, buying an estimated $22.1K and bringing the position to 934 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Cassaday & Co Wealth Management first reported a position in BCS in Q1 2026 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Cassaday & Co Wealth Management held 934 shares of Barclays worth $25.1K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 915 Barclays shares in Q2 2026, an estimated $22.1K.
  • Barclays made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #737 holding.
  • Cassaday & Co Wealth Management first reported a position in Barclays in Q1 2026 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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