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 Q2	$381K	Buy	14,194 +1,071	+8%	+$25.8K	0.02%	291
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 $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

Cornerstone Wealth Group's BCS Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Barclays (BCS) stake by 8.2% in Q2 2026, buying an estimated $25.8K and bringing the position to 14,194 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #291.

Cornerstone Wealth Group first reported a position in BCS in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Cornerstone Wealth Group held 14,194 shares of Barclays worth $381K as of Q2 2026.
Cornerstone Wealth Group bought 1,071 Barclays shares in Q2 2026, an estimated $25.8K.
Barclays made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #291 holding.
Cornerstone Wealth Group first reported a position in Barclays in Q1 2024 and has held it in 10 quarters since.
559 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.