HB Wealth Management’s Barclays BCS Stock Holding History

HB 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	$743K	Buy	27,669 +959	+4%	+$23.1K	﹤0.01%	901
2026 Q1	$565K	Buy	26,710 +2,205	+9%	+$53.8K	﹤0.01%	921
2025 Q4	$624K	Buy	24,505 +296	+1%	+$6.56K	﹤0.01%	806
2025 Q3	$500K	Buy	24,209 +4,645	+24%	+$92K	﹤0.01%	856
2025 Q2	$364K	Sell	19,564 -2,203	-10%	-$36.4K	﹤0.01%	867
2025 Q1	$334K	Buy	21,767 +11,416	+110%	+$171K	﹤0.01%	920
2024 Q4	$138K	Buy	+10,351	New	+$134K	﹤0.01%	1009

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

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

HB Wealth Management increased its Barclays (BCS) stake by 3.6% in Q2 2026, buying an estimated $23.1K and bringing the position to 27,669 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

HB Wealth Management first reported a position in BCS in Q4 2024 and has held it in 7 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

HB Wealth Management held 27,669 shares of Barclays worth $743K as of Q2 2026.
HB Wealth Management bought 959 Barclays shares in Q2 2026, an estimated $23.1K.
Barclays made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #901 holding.
HB Wealth Management first reported a position in Barclays in Q4 2024 and has held it in 7 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.