GeoWealth Management’s Barclays BCS Stock Holding History

GeoWealth 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	$3.23M	Sell	120,095 -50,589	-30%	-$1.22M	0.1%	128
2026 Q1	$3.61M	Buy	170,684 +34,437	+25%	+$840K	0.13%	104
2025 Q4	$3.47M	Sell	136,247 -7,628	-5%	-$169K	0.13%	104
2025 Q3	$2.97M	Buy	143,875 +48,655	+51%	+$963K	0.11%	123
2025 Q2	$1.77M	Buy	95,220 +30,872	+48%	+$511K	0.07%	167
2025 Q1	$988K	Sell	64,348 -14,033	-18%	-$210K	0.04%	267
2024 Q4	$1.04M	Sell	78,381 -1,159	-1%	-$15K	0.03%	285
2024 Q3	$966K	Sell	79,540 -1,508	-2%	-$17.7K	0.03%	313
2024 Q2	$868K	Buy	81,048 +11,060	+16%	+$115K	0.04%	302
2024 Q1	$661K	Buy	69,988 +12,780	+22%	+$105K	0.03%	381
2023 Q4	$451K	Buy	+57,208	New	+$412K	0.04%	348

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

GeoWealth Management's BCS Position: Q2 2026 in Review

GeoWealth Management reduced its Barclays (BCS) stake by 30% in Q2 2026, selling an estimated $1.22M and leaving 120,095 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #128.

GeoWealth Management first reported a position in BCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

GeoWealth Management held 120,095 shares of Barclays worth $3.23M as of Q2 2026.
GeoWealth Management sold 50,589 Barclays shares in Q2 2026, an estimated $1.22M.
Barclays made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #128 holding.
GeoWealth Management first reported a position in Barclays in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's Barclays position peaked at $3.61M in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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