Drive Wealth Management’s Barclays BCS Stock Holding History

Drive 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	$396K	Buy	14,742 +477	+3%	+$11.5K	0.07%	236
2026 Q1	$302K	Sell	14,265 -4,066	-22%	-$99.1K	0.06%	252
2025 Q4	$467K	Buy	18,331 +7,356	+67%	+$163K	0.09%	173
2025 Q3	$227K	Buy	10,975 +167	+2%	+$3.31K	0.05%	305
2025 Q2	$201K	Buy	10,808 +186	+2%	+$3.08K	0.04%	323
2025 Q1	$166K	Sell	10,622 -193	-2%	-$2.89K	0.04%	306
2024 Q4	$144K	Buy	10,815 +368	+4%	+$4.77K	0.04%	322
2024 Q3	$127K	Buy	10,447 +272	+3%	+$3.18K	0.03%	304
2024 Q2	$109K	Buy	+10,175	New	+$106K	0.03%	307

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

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

Drive Wealth Management increased its Barclays (BCS) stake by 3.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 14,742 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #236.

Drive Wealth Management first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $467K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Drive Wealth Management held 14,742 shares of Barclays worth $396K as of Q2 2026.
Drive Wealth Management bought 477 Barclays shares in Q2 2026, an estimated $11.5K.
Barclays made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #236 holding.
Drive Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
Drive Wealth Management's Barclays position peaked at $467K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.