Cornerstone Wealth Group’s Barclays BCS Stock Holding History

Cornerstone Wealth Group’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 Q1	$307K	Buy	13,123 +1,047	+9%	+$25.5K	0.02%	325
2025 Q4	$307K	Buy	12,076 +814	+7%	+$18K	0.02%	277
2025 Q3	$233K	Buy	11,262 +182	+2%	+$3.6K	0.02%	302
2025 Q2	$206K	Buy	11,080 +509	+5%	+$8.42K	0.02%	310
2025 Q1	$162K	Sell	10,571 -37	-0.3%	-$554	0.01%	282
2024 Q4	$141K	Buy	10,608 +47	+0.4%	+$609	0.01%	269
2024 Q3	$128K	Hold	10,561	–	–	0.01%	263
2024 Q2	$113K	Hold	10,561	–	–	0.01%	247
2024 Q1	$99.8K	Buy	+10,561	New	+$86.5K	0.01%	244

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Wealth Group's BCS Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Barclays (BCS) stake by 8.7% in Q1 2026, buying an estimated $25.5K and bringing the position to 13,123 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #325.

Cornerstone Wealth Group first reported a position in BCS in Q1 2024 and has held it in 9 quarters since. The position peaked at $307K in Q4 2025. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

Cornerstone Wealth Group held 13,123 shares of Barclays worth $307K as of Q1 2026.
Cornerstone Wealth Group bought 1,047 Barclays shares in Q1 2026, an estimated $25.5K.
Barclays made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #325 holding.
Cornerstone Wealth Group first reported a position in Barclays in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Barclays position peaked at $307K in Q4 2025.
503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.