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Integrated Wealth Concepts’s Barclays BCS Stock Holding History

Integrated Wealth Concepts’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 		$1.6M Buy
59,744
+4,301
+8% +$104K 0.01% 951
2026
Q1 		$1.17M Buy
55,443
+19,461
+54% +$475K 0.01% 1023
2025
Q4 		$916K Sell
35,982
-14,666
-29% -$325K 0.01% 808
2025
Q3 		$1.05M Buy
50,648
+316
+0.6% +$6.26K 0.01% 955
2025
Q2 		$936K Buy
50,332
+14,252
+40% +$236K 0.01% 961
2025
Q1 		$554K Sell
36,080
-453
-1% -$6.78K 0.01% 1097
2024
Q4 		$486K Buy
36,533
+1,552
+4% +$20.1K 0.01% 1130
2024
Q3 		$425K Sell
34,981
-108
-0.3% -$1.26K 0.01% 1161
2024
Q2 		$376K Buy
35,089
+440
+1% +$4.58K 0.01% 1185
2024
Q1 		$327K Buy
34,649
+104
+0.3% +$852 ﹤0.01% 1273
2023
Q4 		$272K Sell
34,545
-208,245
-86% -$1.5M ﹤0.01% 1314
2023
Q3 		$1.89M Buy
242,790
+12,517
+5% +$97.1K 0.03% 473
2023
Q2 		$1.81M Sell
230,273
-2,684
-1% -$20.8K 0.03% 494
2023
Q1 		$1.68M Buy
232,957
+221,669
+1,964% +$1.83M 0.03% 468
2022
Q4 		$88K Buy
+11,288
New +$82.3K ﹤0.01% 996

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Integrated Wealth Concepts's BCS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Barclays (BCS) stake by 7.8% in Q2 2026, buying an estimated $104K and bringing the position to 59,744 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #951.

Integrated Wealth Concepts first reported a position in BCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.89M in Q3 2023. 560 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

  • Integrated Wealth Concepts held 59,744 shares of Barclays worth $1.6M as of Q2 2026.
  • Integrated Wealth Concepts bought 4,301 Barclays shares in Q2 2026, an estimated $104K.
  • Barclays made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #951 holding.
  • Integrated Wealth Concepts first reported a position in Barclays in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Barclays position peaked at $1.89M in Q3 2023.
  • 560 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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