HHM Wealth Advisors’s Barclays BCS Stock Holding History

HHM 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	$29.1K	Buy	1,084 +462	+74%	+$11.1K	﹤0.01%	469
2026 Q1	$13.2K	Hold	622	–	–	﹤0.01%	586
2025 Q4	$15.8K	Buy	+622	New	+$13.8K	﹤0.01%	531
2025 Q3	–	Sell	-622	Closed	-$11.6K	–	863
2025 Q2	$11.6K	Hold	622	–	–	﹤0.01%	587
2025 Q1	$9.55K	Hold	622	–	–	﹤0.01%	598
2024 Q4	$8.27K	Hold	622	–	–	﹤0.01%	619
2024 Q3	$7.56K	Hold	622	–	–	﹤0.01%	604
2024 Q2	$6.66K	Hold	622	–	–	﹤0.01%	604
2024 Q1	$5.88K	Hold	622	–	–	﹤0.01%	607
2023 Q4	$4.9K	Hold	622	–	–	﹤0.01%	629
2023 Q3	$4.85K	Hold	622	–	–	﹤0.01%	637
2023 Q2	$4.89K	Hold	622	–	–	﹤0.01%	660
2023 Q1	$4.47K	Buy	+622	New	+$5.14K	﹤0.01%	657
2022 Q4	–	Sell	-700	Closed	-$4K	–	698
2022 Q3	$4K	Hold	700	–	–	﹤0.01%	546
2022 Q2	$5K	Hold	700	–	–	﹤0.01%	629
2022 Q1	$6K	Hold	700	–	–	﹤0.01%	584
2021 Q4	$7K	Hold	700	–	–	﹤0.01%	541
2021 Q3	$7K	Hold	700	–	–	﹤0.01%	516
2021 Q2	$7K	Hold	700	–	–	﹤0.01%	497
2021 Q1	$7K	Hold	700	–	–	﹤0.01%	470
2020 Q4	$6K	Hold	700	–	–	﹤0.01%	447
2020 Q3	$4K	Hold	700	–	–	﹤0.01%	434
2020 Q2	$4K	Hold	700	–	–	﹤0.01%	419
2020 Q1	$3K	Buy	+700	New	+$5.41K	﹤0.01%	411

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

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

HHM Wealth Advisors increased its Barclays (BCS) stake by 74% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,084 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

HHM Wealth Advisors first reported a position in BCS in Q1 2020 and has held it in 24 quarters since. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

HHM Wealth Advisors held 1,084 shares of Barclays worth $29.1K as of Q2 2026.
HHM Wealth Advisors bought 462 Barclays shares in Q2 2026, an estimated $11.1K.
Barclays made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #469 holding.
HHM Wealth Advisors first reported a position in Barclays in Q1 2020 and has held it in 24 quarters since.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.