Golden State Wealth Management’s Barclays BCS Stock Holding History

Golden State 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	$19.8K	Hold	736	–	–	﹤0.01%	952
2026 Q1	$15.6K	Buy	736 +9	+1%	+$219	﹤0.01%	980
2025 Q4	$18.5K	Hold	727	–	–	﹤0.01%	941
2025 Q3	$15K	Hold	727	–	–	﹤0.01%	991
2025 Q2	$13.5K	Hold	727	–	–	﹤0.01%	989
2025 Q1	$11.2K	Hold	727	–	–	﹤0.01%	971
2024 Q4	$9.66K	Buy	+727	New	+$9.42K	﹤0.01%	975
2019 Q3	–	Sell	-1,721	Closed	-$12K	–	1072
2019 Q2	$12K	Buy	+1,721	New	+$13.6K	﹤0.01%	709

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

Golden State Wealth Management's BCS Position: Q2 2026 in Review

Golden State Wealth Management held its Barclays (BCS) position steady in Q2 2026 at 736 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Golden State Wealth Management first reported a position in BCS in Q2 2019 and has held it in 8 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Golden State Wealth Management held 736 shares of Barclays worth $19.8K as of Q2 2026.
Golden State Wealth Management left its Barclays share count unchanged in Q2 2026.
Barclays made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #952 holding.
Golden State Wealth Management first reported a position in Barclays in Q2 2019 and has held it in 8 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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