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 Q2	$4M	Buy	140,040 +234	+0.2%	+$5.64K	0.07%	250
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 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

Diversify Wealth Management's BCS Position: Q2 2026 in Review

Diversify Wealth Management increased its Barclays (BCS) stake by 0.17% in Q2 2026, buying an estimated $5.64K and bringing the position to 140,040 shares worth $4M. The position accounts for 0.07% of the portfolio, ranked #250.

Diversify Wealth Management first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Diversify Wealth Management held 140,040 shares of Barclays worth $4M as of Q2 2026.
Diversify Wealth Management bought 234 Barclays shares in Q2 2026, an estimated $5.64K.
Barclays made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #250 holding.
Diversify Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.