CWP
BCS icon

Curated Wealth Partners’s Barclays BCS Stock Holding History

Curated Wealth Partners’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 		$162K Buy
+150,215
New +$3.62M 0.02% 542

Other funds holding BCS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
GKV Capital Management Walnut Creek, California $310M AUM 51.56% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Curated Wealth Partners's BCS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Barclays (BCS) in Q2 2026: 150,215 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #542 among its holdings.

152 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Curated Wealth Partners held 150,215 shares of Barclays worth $162K as of Q2 2026.
  • Barclays was a new Curated Wealth Partners position in Q2 2026.
  • Barclays made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #542 holding.
  • 152 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.