Intentional Wealth Strategies’s Barclays BCS Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-96	Closed	-$2.03K	–	154
2026 Q1	$2.03K	Buy	+96	New	+$2.34K	﹤0.01%	658

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

Intentional Wealth Strategies's BCS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Barclays (BCS) in Q2 2026, closing a stake of 96 shares — an estimated $2.03K sold.

Intentional Wealth Strategies first reported a position in BCS in Q1 2026 and held it in 1 quarter. The position peaked at $2.03K in Q1 2026. 557 funds tracked by Wall St. Rank hold BCS as of Q2 2026.

Intentional Wealth Strategies reported no remaining Barclays position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 96 Barclays shares in Q2 2026, an estimated $2.03K.
Intentional Wealth Strategies first reported a position in Barclays in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Barclays position peaked at $2.03K in Q1 2026.
557 funds tracked by Wall St. Rank held Barclays as of Q2 2026.

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