HighMark Wealth Management’s Barclays BCS Stock Holding History

HighMark 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	$2.96K	Sell	110 -83	-43%	-$2K	﹤0.01%	436
2026 Q1	$4.08K	Sell	193 -34	-15%	-$829	﹤0.01%	402
2025 Q4	$5.77K	Hold	227	–	–	﹤0.01%	386
2025 Q3	$4.68K	Buy	227 +1	+0.4%	+$20	﹤0.01%	403
2025 Q2	$4.2K	Sell	226 -13	-5%	-$215	﹤0.01%	415
2025 Q1	$3.68K	Hold	239	–	–	﹤0.01%	400
2024 Q4	$3.18K	Hold	239	–	–	﹤0.01%	416
2024 Q3	$2.91K	Buy	239 +68	+40%	+$796	﹤0.01%	451
2024 Q2	$1.83K	Buy	+171	New	+$1.78K	﹤0.01%	477

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

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

HighMark Wealth Management reduced its Barclays (BCS) stake by 43% in Q2 2026, selling an estimated $2K and leaving 110 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

HighMark Wealth Management first reported a position in BCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.77K in Q4 2025. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

HighMark Wealth Management held 110 shares of Barclays worth $2.96K as of Q2 2026.
HighMark Wealth Management sold 83 Barclays shares in Q2 2026, an estimated $2K.
Barclays made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #436 holding.
HighMark Wealth Management first reported a position in Barclays in Q2 2024 and has held it in 9 quarters since.
HighMark Wealth Management's Barclays position peaked at $5.77K in Q4 2025.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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