DWM
BCS icon

Diversify Wealth Management’s Barclays BCS Stock Holding History

Diversify Wealth Management’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 		$3.22M Buy
139,806
+41,063
+42% +$1M 0.06% 261
2025
Q4 		$2.55M Buy
98,743
+4,470
+5% +$99K 0.12% 196
2025
Q3 		$2.03M Buy
94,273
+2,919
+3% +$57.8K 0.12% 178
2025
Q2 		$1.86M Buy
91,354
+14,126
+18% +$234K 0.12% 185
2025
Q1 		$1.25M Buy
77,228
+7,538
+11% +$113K 0.09% 215
2024
Q4 		$884K Buy
69,690
+8,877
+15% +$115K 0.07% 237
2024
Q3 		$758K Buy
60,813
+4,821
+9% +$56.4K 0.07% 229
2024
Q2 		$593K Buy
+55,992
New +$582K 0.07% 239

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diversify Wealth Management's BCS Position: Q1 2026 in Review

Diversify Wealth Management increased its Barclays (BCS) stake by 42% in Q1 2026, buying an estimated $1M and bringing the position to 139,806 shares worth $3.22M. The position accounts for 0.06% of the portfolio, ranked #261.

Diversify Wealth Management first reported a position in BCS in Q2 2024 and has held it in 8 quarters since. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • Diversify Wealth Management held 139,806 shares of Barclays worth $3.22M as of Q1 2026.
  • Diversify Wealth Management bought 41,063 Barclays shares in Q1 2026, an estimated $1M.
  • Barclays made up 0.06% of Diversify Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Diversify Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 8 quarters since.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.