Corient Private Wealth
BCS icon

Corient Private Wealth’s Barclays BCS Stock Holding History

Corient Private Wealth’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 		$2.34M Buy
+87,038
New +$2.1M ﹤0.01% 1294
2026
Q1 		– Sell
-78,603
Closed -$2M – 2849
2025
Q4 		$2M Sell
78,603
-1,634
-2% -$36.2K ﹤0.01% 1153
2025
Q3 		$1.66M Buy
80,237
+53,234
+197% +$1.05M ﹤0.01% 1153
2025
Q2 		$502K Sell
27,003
-38,004
-58% -$629K ﹤0.01% 1700
2025
Q1 		$999K Buy
65,007
+2,311
+4% +$34.6K ﹤0.01% 1279
2024
Q4 		$833K Buy
62,696
+1,105
+2% +$14.3K ﹤0.01% 1384
2024
Q3 		$748K Sell
61,591
-168
-0.3% -$1.97K ﹤0.01% 1539
2024
Q2 		$661K Buy
61,759
+5,174
+9% +$53.8K ﹤0.01% 1501
2024
Q1 		$535K Buy
56,585
+2,804
+5% +$23K ﹤0.01% 1593
2023
Q4 		$424K Sell
53,781
-6,397
-11% -$46.1K ﹤0.01% 1691
2023
Q3 		$468K Buy
60,178
+6,474
+12% +$50.2K ﹤0.01% 1530
2023
Q2 		$413K Buy
53,704
+5,062
+10% +$39.2K ﹤0.01% 1543
2023
Q1 		$350K Buy
48,642
+30,495
+168% +$252K ﹤0.01% 1533
2022
Q4 		$141K Buy
+18,147
New +$132K ﹤0.01% 1531

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

Corient Private Wealth's BCS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Barclays (BCS) in Q2 2026: 87,038 shares worth $2.34M. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in BCS as recently as Q4 2025.

Corient Private Wealth first reported a position in BCS in Q4 2022 and has held it in 14 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Corient Private Wealth held 87,038 shares of Barclays worth $2.34M as of Q2 2026.
  • Barclays was a new Corient Private Wealth position in Q2 2026.
  • Barclays made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1294 holding.
  • Corient Private Wealth first reported a position in Barclays in Q4 2022 and has held it in 14 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.