CreativeOne Wealth’s Barclays BCS Stock Holding History

CreativeOne 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	–	Sell	-29,567	Closed	-$626K	–	1200
2026 Q1	$626K	Sell	29,567 -961	-3%	-$23.4K	0.01%	728
2025 Q4	$777K	Buy	+30,528	New	+$676K	0.02%	644

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

CreativeOne Wealth's BCS Position: Q2 2026 in Review

CreativeOne Wealth sold out of Barclays (BCS) in Q2 2026, closing a stake of 29,567 shares — an estimated $626K sold.

CreativeOne Wealth first reported a position in BCS in Q4 2025 and held it in 2 quarters. The position peaked at $777K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

CreativeOne Wealth reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 29,567 Barclays shares in Q2 2026, an estimated $626K.
CreativeOne Wealth first reported a position in Barclays in Q4 2025 and held it in 2 quarters.
CreativeOne Wealth's Barclays position peaked at $777K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.