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EP Wealth Advisors’s Barclays BCS Stock Holding History

EP Wealth Advisors’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 		$644K Buy
23,993
+6,697
+39% +$162K ﹤0.01% 915
2026
Q1 		$366K Sell
17,296
-671
-4% -$16.4K ﹤0.01% 1057
2025
Q4 		$457K Buy
+17,967
New +$398K ﹤0.01% 927
2025
Q2 		$277K Buy
14,875
+4,241
+40% +$70.2K ﹤0.01% 1069
2025
Q1 		$163K Buy
+10,634
New +$159K ﹤0.01% 1175
2024
Q4 		– Sell
-10,847
Closed -$132K – 1246
2024
Q3 		$132K Buy
+10,847
New +$127K ﹤0.01% 1112
2022
Q3 		– Sell
-38,607
Closed -$293K – 365
2022
Q2 		$293K Buy
38,607
+17,240
+81% +$135K 0.01% 484
2022
Q1 		$169K Buy
21,367
+2,837
+15% +$28.9K ﹤0.01% 589
2021
Q4 		$192K Buy
18,530
+720
+4% +$7.55K ﹤0.01% 531
2021
Q3 		$184K Buy
17,810
+1,026
+6% +$10.2K 0.01% 515
2021
Q2 		$162K Buy
16,784
+1,717
+11% +$17.5K ﹤0.01% 525
2021
Q1 		$154K Buy
15,067
+1,484
+11% +$13K ﹤0.01% 482
2020
Q4 		$109K Buy
+13,583
New +$90.9K ﹤0.01% 451
2020
Q3 		– Sell
-15,970
Closed -$90K – 354
2020
Q2 		$90K Buy
15,970
+1,778
+13% +$9.26K ﹤0.01% 363
2020
Q1 		$64K Sell
14,192
-1,320
-9% -$10.2K ﹤0.01% 357
2019
Q4 		$148K Buy
15,512
+737
+5% +$6.37K 0.01% 407
2019
Q3 		$108K Buy
+14,775
New +$107K 0.01% 355

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EP Wealth Advisors's BCS Position: Q2 2026 in Review

EP Wealth Advisors increased its Barclays (BCS) stake by 39% in Q2 2026, buying an estimated $162K and bringing the position to 23,993 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

EP Wealth Advisors first reported a position in BCS in Q3 2019 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • EP Wealth Advisors held 23,993 shares of Barclays worth $644K as of Q2 2026.
  • EP Wealth Advisors bought 6,697 Barclays shares in Q2 2026, an estimated $162K.
  • Barclays made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #915 holding.
  • EP Wealth Advisors first reported a position in Barclays in Q3 2019 and has held it in 17 quarters since.
  • 557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.