Dynasty Wealth Management’s Barclays BCS Stock Holding History

Dynasty 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	$807K	Sell	30,050 -1,480	-5%	-$35.7K	0.01%	209
2026 Q1	$667K	Sell	31,530 -226	-0.7%	-$5.51K	0.01%	210
2025 Q4	$808K	Buy	+31,756	New	+$703K	0.01%	201

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

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

Dynasty Wealth Management reduced its Barclays (BCS) stake by 4.7% in Q2 2026, selling an estimated $35.7K and leaving 30,050 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #209.

Dynasty Wealth Management first reported a position in BCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $808K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Dynasty Wealth Management held 30,050 shares of Barclays worth $807K as of Q2 2026.
Dynasty Wealth Management sold 1,480 Barclays shares in Q2 2026, an estimated $35.7K.
Barclays made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #209 holding.
Dynasty Wealth Management first reported a position in Barclays in Q4 2025 and has held it in 3 quarters since.
Dynasty Wealth Management's Barclays position peaked at $808K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.