Dogwood Wealth Management’s Barclays BCS Stock Holding History

Dogwood 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	$70K	Buy	2,607 +97	+4%	+$2.34K	0.03%	134
2026 Q1	$53.1K	Hold	2,510	–	–	0.02%	143
2025 Q4	$63.9K	Hold	2,510	–	–	0.03%	116
2025 Q3	$51.9K	Hold	2,510	–	–	0.02%	124
2025 Q2	$46K	Buy	+2,510	New	+$41.5K	0.02%	124

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

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

Dogwood Wealth Management increased its Barclays (BCS) stake by 3.9% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,607 shares worth $70K. The position accounts for 0.03% of the portfolio, ranked #134.

Dogwood Wealth Management first reported a position in BCS in Q2 2025 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Dogwood Wealth Management held 2,607 shares of Barclays worth $70K as of Q2 2026.
Dogwood Wealth Management bought 97 Barclays shares in Q2 2026, an estimated $2.34K.
Barclays made up 0.03% of Dogwood Wealth Management's portfolio in Q2 2026, its #134 holding.
Dogwood Wealth Management first reported a position in Barclays in Q2 2025 and has held it in 5 quarters since.
560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.