Institute for Wealth Management’s Barclays BCS Stock Holding History

Institute for 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	$5.14K	Buy	+191	New	+$4.61K	﹤0.01%	1448

Other funds holding BCS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Institute for Wealth Management's BCS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Barclays (BCS) in Q2 2026: 191 shares worth $5.14K. The stake represents ﹤0.01% of the portfolio and ranks #1448 among its holdings.

330 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Institute for Wealth Management held 191 shares of Barclays worth $5.14K as of Q2 2026.
Barclays was a new Institute for Wealth Management position in Q2 2026.
Barclays made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1448 holding.
330 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.